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 |
|---|---|---|---|---|---|---|---|---|---|
| Amphenol Corp | CL A | 301 | $31,721 | 275 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| John Hancock Multifactor Mid Cap ETF | MULTIFACTOR MI | 302 | $29,608 | 516 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR Technology ETF | TECHNOLOGY | 303 | $29,366 | 141 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Danaher Corp Com | COM | 304 | $29,217 | 117 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
