Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
NATIONS FINANCIAL GROUP INC /IA/ /ADV 11-13-2023 09-30-2023 613 993,322,975
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM Stock 1 $33,669,626 196,656 0.00 0.00 -3,157 -1.58 09-30-2023
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 2 $33,504,093 95,644 0.00 0.00 17,577 22.52 09-30-2023
MICROSOFT CORP COM Stock 3 $26,664,725 84,448 0.00 0.00 -1,771 -2.05 09-30-2023
ISHARES CORE S&P MID-CAP ETF ETF 4 $20,687,618 82,966 0.00 0.00 -1,179 -1.40 09-30-2023
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