Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PATTON ALBERTSON MILLER GROUP LLC | 04-24-2024 | 03-31-2024 | 202 | 667,497,254 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 1 | $29,300,500 | 32,428 | 0.00 | 0.00 | -2,241 | -6.46 | 03-31-2024 |
| ISHARES TR | CORE S&P TTL STK | 2 | $26,746,067 | 231,969 | 0.00 | 0.00 | -12,934 | -5.28 | 03-31-2024 |
| APPLE INC | COM | 3 | $20,987,995 | 122,393 | 0.00 | 0.00 | 1,367 | 1.13 | 03-31-2024 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 4 | $16,913,813 | 188,140 | 0.00 | 0.00 | 55,906 | 42.28 | 03-31-2024 |
