Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MENDOTA FINANCIAL GROUP LLC | 04-25-2024 | 03-31-2024 | 328 | 170,958,343 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHART INDS INC | COM | 201 | $93,561 | 568 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 202 | $93,215 | 2,222 | 0.00 | 0.00 | 12 | 0.54 | 03-31-2024 |
| WELLS FARGO CO NEW | COM | 203 | $92,968 | 1,604 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BERKLEY W R CORP | COM | 204 | $91,978 | 1,040 | 0.00 | 0.00 | -335 | -24.36 | 03-31-2024 |
