Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRIMES & COMPANY INC | 04-17-2024 | 03-31-2024 | 400 | 3,252,918,407 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ESG AWARE MSCI | 201 | $978,027 | 24,287 | 0.00 | 0.00 | 5,723 | 30.83 | 03-31-2024 |
| THE BEAUTY HEALTH COMPANY | COM CL A | 202 | $975,739 | 219,761 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MARATHON PETE CORP | COM | 203 | $955,069 | 4,740 | 0.00 | 0.00 | 22 | 0.47 | 03-31-2024 |
| SOUTHERN CO | COM | 204 | $951,919 | 13,269 | 0.00 | 0.00 | 137 | 1.04 | 03-31-2024 |
