Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| YORKBRIDGE WEALTH PARTNERS LLC | 01-26-2023 | 12-31-2022 | 256 | 394,152,600 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COOPER COS INC COM NEW | Stock | 201 | $322,073 | 974 | 0.00 | 0.09 | 122 | 14.32 | 12-31-2022 |
| HERSHEY CO COM | Stock | 202 | $321,651 | 1,389 | 0.00 | 0.06 | -58 | -4.01 | 12-31-2022 |
| CATERPILLAR INC COM | Stock | 203 | $321,250 | 1,341 | 0.00 | 0.07 | -14 | -1.03 | 12-31-2022 |
| CHARLES RIV LABS INTL INC COM | Stock | 204 | $318,352 | 1,461 | 0.00 | 0.12 | 296 | 25.41 | 12-31-2022 |
