Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TOWER VIEW WEALTH MANAGEMENT LLC | 02-06-2024 | 12-31-2023 | 183 | 161,346,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTEL CORP | COM | 301 | $14,000 | 276 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
| SOUTHERN CO | COM | 302 | $13,000 | 182 | 0.01 | 0.01 | 41 | 29.08 | 12-31-2023 |
| SPDR SER TR S&P DIVID ETF | COM | 303 | $13,000 | 105 | 0.01 | 0.01 | 1 | 0.96 | 12-31-2023 |
| VERISK ANALYTICS INC | COM | 304 | $12,000 | 49 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
