Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BERGER FINANCIAL GROUP INC | 04-15-2024 | 03-31-2024 | 361 | 1,214,221,035 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | LARGE CAP ETF | 151 | $1,431,847 | 5,972 | 0.00 | 0.00 | 91 | 1.55 | 03-31-2024 |
| XCEL ENERGY INC | COM | 152 | $1,417,111 | 26,365 | 0.00 | 0.00 | 387 | 1.49 | 03-31-2024 |
| GRAYSCALE BITCOIN TR BTC | SHS REP COM UT | 153 | $1,385,571 | 21,934 | 0.00 | 21,934 | +Inf | 03-31-2024 | |
| CATERPILLAR INC | COM | 154 | $1,350,724 | 3,686 | 0.00 | 0.00 | 1,734 | 88.83 | 03-31-2024 |
