Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SEVENBRIDGE FINANCIAL GROUP LLC | 01-22-2024 | 12-31-2023 | 191 | 423,314,017 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EMERSON ELEC CO | COM | 251 | $752,069 | 7,727 | 0.00 | 0.00 | -742 | -8.76 | 12-31-2023 |
| OLD DOMINION FREIGHT LINE IN | COM | 252 | $745,402 | 1,839 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VULCAN MATLS CO | COM | 253 | $745,047 | 3,282 | 0.00 | 0.00 | -67 | -2.00 | 12-31-2023 |
| COCA COLA CO | COM | 254 | $735,623 | 12,483 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
