Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 05-03-2024 | 03-31-2024 | 279 | 287,897,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BDX | Becton Dickinson | 151 | $31,000 | 127 | 0.01 | 0.01 | 20 | 18.69 | 03-31-2024 |
| RBLX | Roblox Corp | 152 | $30,000 | 792 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| GD | General Dynamics | 153 | $30,000 | 107 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| AEP | Amer Elec Pwr | 154 | $30,000 | 356 | 0.01 | 0.02 | -179 | -33.46 | 03-31-2024 |
