Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TFC FINANCIAL MANAGEMENT INC | 07-22-2024 | 06-30-2024 | 969 | 570,231,158 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VERTIV HOLDINGS CO | COM CL A | 201 | $94,362 | 1,090 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VERISK ANALYTICS INC | COM | 202 | $93,804 | 348 | 0.00 | 0.00 | -1 | -0.29 | 06-30-2024 |
| AIR PRODS & CHEMS INC | COM | 203 | $89,544 | 347 | 0.00 | 0.00 | 49 | 16.44 | 06-30-2024 |
| ARISTA NETWORKS INC | COM | 204 | $89,373 | 255 | 0.00 | 0.00 | 2 | 0.79 | 06-30-2024 |
