Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BELL BANK 04-23-2024 03-31-2024 184 1,162,877,584
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
THE TRADE DESK INC COM CL A 151 $767,810 8,783 0.00 0.00 -1,907 -17.84 03-31-2024
AMERICAN EXPRESS CO COM 152 $757,525 3,327 0.00 3,327 +Inf 03-31-2024
ALIGN TECHNOLOGY INC COM 153 $753,232 2,297 0.00 0.00 -572 -19.94 03-31-2024
3M CO COM 154 $750,657 7,077 0.00 0.00 -3 -0.04 03-31-2024
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