Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLEASON GROUP INC | 04-12-2024 | 03-31-2024 | 206 | 478,370,523 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HERC HLDGS INCORPORATED | COM | 101 | $85,521 | 508 | 0.00 | 0.00 | 2 | 0.40 | 03-31-2024 |
| MICROSOFT CORPORATION | COM | 102 | $84,289 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR CORE DIV GRWTH | COM | 103 | $83,001 | 1,430 | 0.00 | 0.00 | 8 | 0.56 | 03-31-2024 |
| CLOROX COMPANY DEL | COM | 104 | $81,556 | 533 | 0.00 | 0.00 | 4 | 0.76 | 03-31-2024 |
