Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RMR WEALTH BUILDERS | 04-15-2024 | 03-31-2024 | 259 | 826,971,898 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US QTLY DIV GRT | 201 | $722,049 | 9,477 | 0.00 | 0.00 | 1,050 | 12.46 | 03-31-2024 |
| MAIN STR CAP CORP | COM | 202 | $700,054 | 14,797 | 0.00 | 0.00 | 28 | 0.19 | 03-31-2024 |
| CITIGROUP INC | COM NEW | 203 | $675,783 | 10,686 | 0.00 | 0.00 | 296 | 2.85 | 03-31-2024 |
| INTERNATIONAL BUSINESS MACHS | COM | 204 | $671,686 | 3,517 | 0.00 | 0.00 | 118 | 3.47 | 03-31-2024 |
