Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BERGANKDV WEALTH MANAGEMENT LLC | 07-24-2023 | 06-30-2023 | 862 | 999,586,345 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| THOR INDS INC | COM | 401 | $56,408 | 545 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| QUICKLOGIC CORP | COM NEW | 402 | $55,140 | 6,000 | 0.00 | 6,000 | +Inf | 06-30-2023 | |
| TJX COS INC NEW | COM | 403 | $53,636 | 633 | 0.00 | 0.00 | -38 | -5.66 | 06-30-2023 |
| AUTODESK INC | COM | 404 | $52,381 | 256 | 0.00 | 0.00 | -18 | -6.57 | 06-30-2023 |
