Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSTONE INC | 05-13-2021 | 03-31-2021 | 276 | 286,720,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Brown-Forman Corp | Equities | 101 | $439,000 | 6,372 | 0.15 | 6,372 | +Inf | 03-31-2021 | |
| Industrial Logistics Propert | Equities | 102 | $435,000 | 18,837 | 0.15 | 18,837 | +Inf | 03-31-2021 | |
| 3M Co. | Equities | 103 | $421,000 | 2,185 | 0.15 | 2,185 | +Inf | 03-31-2021 | |
| McDonalds Corp | Equities | 104 | $421,000 | 1,879 | 0.15 | 1,879 | +Inf | 03-31-2021 |
