Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ACCREDITED INVESTORS INC | 02-07-2024 | 12-31-2023 | 195 | 1,410,569,478 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL ELECTRIC CO | COM NEW | 101 | $984,030 | 7,710 | 0.00 | 0.00 | -64 | -0.82 | 12-31-2023 |
| WELLS FARGO CO | NEW COM | 102 | $944,091 | 19,181 | 0.00 | 0.00 | -1,238 | -6.06 | 12-31-2023 |
| MEDTRONIC PLC | SHS | 103 | $938,629 | 11,394 | 0.00 | 0.00 | -344 | -2.93 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 104 | $873,320 | 10,527 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
