Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ACG WEALTH | 11-03-2022 | 09-30-2022 | 246 | 437,355,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COCA COLA CO | COM | 101 | $2,707,000 | 48,317 | 0.62 | 48,317 | +Inf | 09-30-2022 | |
| VISA INC | COM CL A | 102 | $2,672,000 | 15,041 | 0.61 | 15,041 | +Inf | 09-30-2022 | |
| VULCAN MATLS CO | COM | 103 | $2,650,000 | 16,806 | 0.61 | 16,806 | +Inf | 09-30-2022 | |
| JPMORGAN CHASE & CO | COM | 104 | $2,650,000 | 25,355 | 0.61 | 25,355 | +Inf | 09-30-2022 |
