Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAMILY FIRM INC | 05-01-2024 | 03-31-2024 | 197 | 410,445,858 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MARATHON PETE CORP COM | Stock | 201 | $539,518 | 2,678 | 0.00 | 0.00 | 13 | 0.49 | 03-31-2024 |
| JOHNSON & JOHNSON COM | Stock | 202 | $521,536 | 3,297 | 0.00 | 0.00 | 24 | 0.73 | 03-31-2024 |
| BOEING CO COM | Stock | 203 | $518,046 | 2,684 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CISCO SYS INC COM | Stock | 204 | $506,990 | 10,158 | 0.00 | 0.00 | 36 | 0.36 | 03-31-2024 |
