Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GILBERT & COOK INC | 02-05-2024 | 12-31-2023 | 218 | 706,537,174 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO CO NEW | COM | 101 | $754,343 | 15,326 | 0.00 | 0.00 | -500 | -3.16 | 12-31-2023 |
| VANGUARD INDEX FDS | VALUE ETF | 102 | $752,919 | 5,036 | 0.00 | 0.00 | -37 | -0.73 | 12-31-2023 |
| MARKEL GROUP INC | COM | 103 | $751,127 | 529 | 0.00 | 0.00 | 28 | 5.59 | 12-31-2023 |
| BLOCK INC | CL A | 104 | $740,007 | 9,567 | 0.00 | 0.00 | 714 | 8.07 | 12-31-2023 |
