Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LM KOHN & COMPANY | 04-24-2024 | 03-31-2024 | 273 | 355,870,038 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BROADCOM INC COM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 10 | 2.05 | 03-31-2024 |
| ISHARES TR RUS MD CP GR ETF | RUS MD CP GR ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SYSCO CORP COM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 125 | 1.68 | 03-31-2024 |
| AMERICAN TOWER CORP NEW COM | Common Stock | 354 | $549,774 | 2,782 | 0.00 | 2,782 | +Inf | 03-31-2024 |
