Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MAIN STREET FINANCIAL SOLUTIONS LLC | 02-08-2024 | 12-31-2023 | 459 | 774,113,217 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | REAL ESTATE ETF | 151 | $1,214,249 | 13,742 | 0.00 | 0.00 | -160 | -1.15 | 12-31-2023 |
| AUTODESK INC | COM | 152 | $1,165,539 | 4,787 | 0.00 | 0.00 | 3,267 | 214.93 | 12-31-2023 |
| COSTCO WHSL CORP NEW | COM | 153 | $1,163,923 | 1,763 | 0.00 | 0.00 | 162 | 10.12 | 12-31-2023 |
| PARKER-HANNIFIN CORP | COM | 154 | $1,161,199 | 2,521 | 0.00 | 0.00 | 371 | 17.26 | 12-31-2023 |
