Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUREVEST LLC | 11-14-2022 | 09-30-2022 | 528 | 367,590,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BRUNSWICK CORP | COM | 351 | $5,000 | 77 | 0.00 | 0.00 | 1 | 1.32 | 09-30-2022 |
| AMERCO | COM | 352 | $5,000 | 9 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
| BLOCK INC | CL A | 353 | $5,000 | 95 | 0.00 | 0.00 | -115 | -54.76 | 09-30-2022 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 354 | $5,000 | 80 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
