Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ROWLANDMILLER & PARTNERSADV | 04-08-2024 | 03-31-2024 | 181 | 473,754,407 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CF INDS HLDGS INC COM | COM | 151 | $214,265 | 2,575 | 0.00 | 2,575 | +Inf | 03-31-2024 | |
| DIMENSIONAL U.S. EQUITY ETF | COM | 152 | $192,022 | 3,370 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| RPM INTL INC COM | COM | 153 | $190,557 | 1,601 | 0.00 | 0.00 | 21 | 1.33 | 03-31-2024 |
| BROADSTONE NET LEASE INC COM | COM | 154 | $186,535 | 11,904 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
