Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAMILY FIRM INC | 05-01-2024 | 03-31-2024 | 197 | 410,445,858 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 GROWTH ETF | ETF | 251 | $381,939 | 1,410 | 0.00 | 0.00 | 1 | 0.07 | 03-31-2024 |
| Agriculture Producers Index | ETF | 252 | $380,994 | 9,896 | 0.00 | 0.00 | 2,840 | 40.25 | 03-31-2024 |
| ISHARES U.S. TELECOMMUNICATIONS ETF | ETF | 253 | $373,172 | 16,978 | 0.00 | 0.00 | -2,489 | -12.79 | 03-31-2024 |
| BECTON DICKINSON & CO COM | Stock | 254 | $372,999 | 1,507 | 0.00 | 0.00 | 5 | 0.33 | 03-31-2024 |
