Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PLATFORM TECHNOLOGY PARTNERS 02-13-2024 12-31-2023 207 257,341,324
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
TERAWULF INC COM 101 $629,850 330,000 0.00 0.00 0 0.00 12-31-2023
BROADRIDGE FINL SOLUTIONS IN COM 102 $625,697 3,166 0.00 0.00 0 0.00 12-31-2023
CATERPILLAR INC COM 103 $624,511 1,942 0.00 0.00 -281 -12.64 12-31-2023
DOMINION ENERGY INC COM 104 $613,601 13,569 0.00 0.00 3,921 40.64 12-31-2023
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