Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BERGER FINANCIAL GROUP INC | 04-15-2024 | 03-31-2024 | 361 | 1,214,221,035 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNION PAC CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -29 | -1.22 | 12-31-2023 |
| COLGATE PALMOLIVE CO | COM | 252 | $474,552 | 5,270 | 0.00 | 0.00 | -57,204 | -91.56 | 03-31-2024 |
| TOYOTA MOTOR CORP | ADS | 253 | $459,568 | 1,826 | 0.00 | 0.00 | 140 | 8.30 | 03-31-2024 |
| CROWDSTRIKE HLDGS INC | CL A | 254 | $457,482 | 1,427 | 0.00 | 0.00 | 357 | 33.36 | 03-31-2024 |
