Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WINCH ADVISORY SERVICES LLC | 01-18-2024 | 12-31-2023 | 446 | 301,531,932 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PAYCHEX INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -38 | -55.07 | 12-31-2023 |
| INNOVATIVE INDUSTRIAL PROPERTIES INC CL A | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SMITH & WESSON BRANDS INC | COM | 453 | $3,983 | 294 | 0.00 | 0.00 | 3 | 1.03 | 12-31-2023 |
| SHERWIN WILLIAMS CO | COM | 454 | $3,806 | 12 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
