Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NOVARE CAPITAL MANAGEMENT LLC | 02-08-2024 | 12-31-2023 | 168 | 982,809,254 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PPG INDS INC | COM | 201 | $273,378 | 1,828 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 202 | $270,783 | 1,120 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VISTA OUTDOOR INC | COM | 203 | $258,738 | 8,750 | 0.00 | 0.00 | -1,850 | -17.45 | 12-31-2023 |
| ENTERPRISE PRODS PARTNERS L | COM | 204 | $251,643 | 9,550 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
