Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TOWER VIEW WEALTH MANAGEMENT LLC | 02-06-2024 | 12-31-2023 | 183 | 161,346,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PHILLIPS 66 | COM | 201 | $70,000 | 528 | 0.04 | 0.04 | 4 | 0.76 | 12-31-2023 |
| BLACKSTONE INC | COM | 202 | $69,000 | 529 | 0.04 | 529 | +Inf | 12-31-2023 | |
| SALESFORCE INC | COM | 203 | $68,000 | 260 | 0.04 | 0.04 | 0 | 0.00 | 12-31-2023 |
| WASTE MGMT INC DEL | COM | 204 | $63,000 | 351 | 0.04 | 0.04 | 0 | 0.00 | 12-31-2023 |
