Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ATLAS BROWNINC | 04-08-2024 | 03-31-2024 | 205 | 274,709,887 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO CO NEW COM | Stock | 151 | $358,077 | 6,178 | 0.00 | 0.00 | 232 | 3.90 | 03-31-2024 |
| ISHARES RUSSELL 1000 ETF | ETF | 152 | $356,869 | 1,239 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANECK MORNINGSTAR WIDE MOAT ETF | ETF | 153 | $356,279 | 3,963 | 0.00 | 0.00 | 1,493 | 60.45 | 03-31-2024 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | ETF | 154 | $353,509 | 4,573 | 0.00 | 0.00 | -524 | -10.28 | 03-31-2024 |
