Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SEVENBRIDGE FINANCIAL GROUP LLC | 01-22-2024 | 12-31-2023 | 191 | 423,314,017 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TEXAS PACIFIC LAND CORPORATI | COM | 351 | $378,960 | 241 | 0.00 | 0.00 | -54 | -18.31 | 12-31-2023 |
| ADOBE INC | COM | 352 | $377,648 | 633 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PPL CORP | COM | 353 | $372,300 | 13,738 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 354 | $362,896 | 4,934 | 0.00 | 4,934 | +Inf | 12-31-2023 |
