Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GIRARD PARTNERS LTD | 02-09-2024 | 12-31-2023 | 246 | 985,447,324 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KINDER MORGAN INC DEL COM | Stock | 201 | $487,006 | 27,608 | 0.00 | 0.00 | 2,557 | 10.21 | 12-31-2023 |
| CDW CORP COM | Stock | 202 | $462,073 | 2,032 | 0.00 | 0.00 | -493 | -19.52 | 12-31-2023 |
| SOUTHERN CO COM | Stock | 203 | $459,426 | 6,552 | 0.00 | 0.00 | 778 | 13.47 | 12-31-2023 |
| PAYCHEX INC COM | Stock | 204 | $431,801 | 3,625 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
