Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUGARLOAF WEALTH MANAGEMENT LLC | 04-23-2024 | 03-31-2024 | 675 | 482,864,920 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CORNING INC COM | Stock | 1651 | $1,978 | 60 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BCE INC COM NEW | Stock | 1652 | $1,937 | 57 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD FTSE ALL WORLD EX-US ETF | ETF | 1653 | $1,875 | 16 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| JAMES RIV GROUP LTD COM | Stock | 1654 | $1,860 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
