Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEPH & CO | 04-12-2024 | 03-31-2024 | 279 | 290,502,418 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Intel Corp Com | COM | 251 | $53,313 | 1,207 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Altria Group Inc Com | COM | 252 | $52,344 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Coinbase Global Inc | COM CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 150 | 100.00 | 03-31-2024 |
| Kimberly-Clark Com | COM | 254 | $51,740 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
