Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ELK RIVER WEALTH MANAGEMENT LLC | 01-18-2024 | 12-31-2023 | 110 | 520,381,372 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US HIGH DIVIDEND | 151 | $556,278 | 6,766 | 0.00 | 0.00 | -87 | -1.27 | 12-31-2023 |
| PEAPACK-GLADSTONE FINL CORP | COM | 152 | $545,706 | 18,300 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CADENCE DESIGN SYSTEM INC | COM | 153 | $544,740 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| HOME DEPOT INC | COM | 154 | $542,697 | 1,566 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
