Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BURNS J W & CO INC/NY | 04-17-2024 | 03-31-2024 | 188 | 718,389,997 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BECTON DICKINSON & CO COM | Stock | 101 | $3,223,219 | 13,026 | 0.00 | 0.00 | -1,369 | -9.51 | 03-31-2024 |
| YUM BRANDS INC COM | Stock | 102 | $3,200,357 | 23,082 | 0.00 | 0.00 | -65 | -0.28 | 03-31-2024 |
| PALO ALTO NETWORKS INC COM | Stock | 103 | $3,187,654 | 11,219 | 0.00 | 0.00 | 750 | 7.16 | 03-31-2024 |
| ISHARES CORE S&P SMALL CAP ETF | ETF | 104 | $2,993,655 | 27,087 | 0.00 | 0.00 | 5,085 | 23.11 | 03-31-2024 |
