Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRAUN-BOSTICH & ASSOCIATES INC | 01-29-2024 | 12-31-2023 | 121 | 110,735,540 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FORTIVE CORP | COM | 101 | $325,960 | 4,427 | 0.00 | 0.00 | 689 | 18.43 | 12-31-2023 |
| BLACKSTONE INC | COM | 102 | $321,670 | 2,457 | 0.00 | 0.00 | 12 | 0.49 | 12-31-2023 |
| VERISK ANALYTICS INC | COM | 103 | $320,072 | 1,340 | 0.00 | 0.00 | -283 | -17.44 | 12-31-2023 |
| ISHARES TR | RUS MD CP GR ETF | 104 | $298,129 | 2,854 | 0.00 | 2,854 | +Inf | 12-31-2023 |
