Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CARMICHAEL HILL & ASSOCIATES INC | 04-24-2024 | 03-31-2024 | 763 | 252,827,698 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $16,253,974 | 94,786 | 0.01 | 0.01 | -1,177 | -1.23 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $13,114,380 | 31,171 | 0.01 | 0.00 | -258 | -0.82 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 3 | $10,072,097 | 164,981 | 0.00 | 0.00 | 1,779 | 1.09 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $8,330,081 | 19,809 | 0.00 | 0.00 | -268 | -1.33 | 03-31-2024 |
