Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| J W COONS ADVISORS LLC | 02-12-2024 | 12-31-2023 | 241 | 369,631,546 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HUNT J B TRANS SVCS INC | COM | 151 | $750,224 | 3,756 | 0.00 | 0.00 | -250 | -6.24 | 12-31-2023 |
| IMPERIAL OIL LTD | COM NEW | 152 | $687,138 | 12,015 | 0.00 | 0.00 | 575 | 5.03 | 12-31-2023 |
| MOODYS CORP | COM | 153 | $683,480 | 1,750 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| RELIANCE STEEL & ALUMINUM CO | COM | 154 | $671,232 | 2,400 | 0.00 | 0.00 | -285 | -10.61 | 12-31-2023 |
