Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JT STRATFORD LLC | 02-14-2024 | 12-31-2023 | 239 | 437,256,214 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ARISTA NETWORKS INC | COM | 151 | $923,199 | 3,920 | 0.00 | 3,920 | +Inf | 12-31-2023 | |
| RMR GROUP INC | CL A | 152 | $912,817 | 32,335 | 0.00 | 32,335 | +Inf | 12-31-2023 | |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 153 | $906,045 | 26,369 | 0.00 | 0.00 | 13,542 | 105.57 | 12-31-2023 |
| CARDINAL HEALTH INC | COM | 154 | $889,862 | 8,828 | 0.00 | 0.00 | -16,913 | -65.70 | 12-31-2023 |
