Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PARISI GRAY WEALTH MANAGEMENT | 04-15-2024 | 03-31-2024 | 106 | 266,605,911 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MERCK & CO INC | COM | 201 | $656,007 | 4,972 | 0.00 | 0.00 | 246 | 5.21 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 202 | $634,440 | 1 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EAGLE POINT CREDIT COMPANY I | COM | 203 | $626,820 | 62,000 | 0.00 | 0.00 | 2,000 | 3.33 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 204 | $618,242 | 3,810 | 0.00 | 0.00 | 113 | 3.06 | 03-31-2024 |
