Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SMITH SALLEY & ASSOCIATES | 01-23-2023 | 12-31-2023 | 373 | 1,547,580,251 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NOVARTIS AG | SPONSORED ADR | 251 | $326,436 | 3,233 | 0.00 | 0.00 | -3 | -0.09 | 12-31-2023 |
| MARSH & MCLENNAN COS INC | COM | 252 | $319,109 | 1,684 | 0.00 | 0.00 | 74 | 4.60 | 12-31-2023 |
| LABORATORY CORP AMER HLDGS | COM NEW | 253 | $318,430 | 1,401 | 0.00 | 0.00 | -82 | -5.53 | 12-31-2023 |
| JABIL INC | COM | 254 | $312,130 | 2,450 | 0.00 | 0.00 | -248 | -9.19 | 12-31-2023 |
