Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| YORKBRIDGE WEALTH PARTNERS LLC | 01-26-2023 | 12-31-2022 | 256 | 394,152,600 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LABORATORY CORP AMER HLDGS COM NEW | Stock | 251 | $270,096 | 1,147 | 0.00 | 0.07 | 209 | 22.28 | 12-31-2022 |
| WEST PHARMACEUTICAL SVSC INC COM | Stock | 252 | $266,652 | 1,133 | 0.00 | 0.10 | 160 | 16.44 | 12-31-2022 |
| MONOLITHIC PWR SYS INC COM | Stock | 253 | $265,915 | 752 | 0.00 | 0.10 | -107 | -12.46 | 12-31-2022 |
| WILLIAMS SONOMA INC COM | Stock | 254 | $263,626 | 2,294 | 0.00 | 0.09 | 201 | 9.60 | 12-31-2022 |
