Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WILLS FINANCIAL GROUP INC | 11-14-2023 | 09-30-2023 | 63 | 184,829,112 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc DEL | CL B NEW | 1 | $16,506,837 | 47,122 | 0.01 | 0.01 | 318 | 0.68 | 09-30-2023 |
| MICROSOFT CORP | COM | 2 | $14,168,010 | 44,871 | 0.01 | 0.01 | 128 | 0.29 | 09-30-2023 |
| APPLE INC | COM | 3 | $13,888,135 | 81,118 | 0.01 | 0.01 | -1,026 | -1.25 | 09-30-2023 |
| DANAHER CORP DEL | COM | 4 | $8,925,286 | 35,975 | 0.00 | 0.00 | 445 | 1.25 | 09-30-2023 |
