Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRIMES & COMPANY INC | 04-17-2024 | 03-31-2024 | 400 | 3,252,918,407 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HERSHEY CO | COM | 101 | $6,204,175 | 31,898 | 0.00 | 0.00 | 2,446 | 8.31 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 102 | $5,946,611 | 6,581 | 0.00 | 0.00 | 1,071 | 19.44 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 103 | $5,863,225 | 237,185 | 0.00 | 237,185 | +Inf | 03-31-2024 | |
| LEAR CORP | COM NEW | 104 | $5,846,867 | 40,357 | 0.00 | 40,357 | +Inf | 03-31-2024 |
