Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEST BRANCH CAPITAL LLC | 01-19-2024 | 12-31-2023 | 443 | 212,721,144 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SERVICENOW INC | COM | 151 | $75,595 | 107 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | RUS TP200 GR ETF | 152 | $73,484 | 419 | 0.00 | 0.00 | 1 | 0.24 | 12-31-2023 |
| GILEAD SCIENCES INC | COM | 153 | $71,208 | 879 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PAYCHEX INC | COM | 154 | $70,871 | 595 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
