Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BURNS J W & CO INC/NY | 04-17-2024 | 03-31-2024 | 188 | 718,389,997 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL DYNAMICS CORP COM | Stock | 301 | $333,807 | 1,182 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB US AGGREGATE BOND ETF | ETF | 302 | $322,000 | 7,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TRUST PREFERRED SECURITIES & INCOME ETF | ETF | 303 | $312,193 | 18,025 | 0.00 | 0.00 | -6,900 | -27.68 | 03-31-2024 |
| AMERICAN EXPRESS CO COM | Stock | 304 | $308,065 | 1,353 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
