Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WATERFRONT WEALTH INC | 05-13-2024 | 03-31-2024 | 243 | 357,387,173 |
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 | $12,918,655 | 31,965 | 0.00 | 0.00 | 222 | 0.70 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 2 | $8,910,015 | 290,701 | 0.00 | 0.00 | -9,975 | -3.32 | 03-31-2024 |
| COMMERCE BANCSHARES INC | COM | 3 | $7,862,983 | 141,752 | 0.00 | 0.00 | -1,876 | -1.31 | 03-31-2024 |
| ADAMS DIVERSIFIED EQUITY FD | COM | 4 | $7,183,648 | 380,150 | 0.00 | 0.00 | -19,066 | -4.78 | 03-31-2024 |
