Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALBION FINANCIAL GROUP /UT | 04-19-2024 | 03-31-2024 | 503 | 1,295,413,673 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN CO | COM | 51 | $5,591,282 | 77,938 | 0.00 | 0.00 | -51 | -0.07 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 52 | $5,565,013 | 34,299 | 0.00 | 0.00 | -17 | -0.05 | 03-31-2024 |
| MAIN STR CAP CORP | COM | 53 | $5,406,209 | 114,272 | 0.00 | 0.00 | 1,165 | 1.03 | 03-31-2024 |
| KIMBERLY-CLARK CORP | COM | 54 | $4,880,247 | 37,729 | 0.00 | 0.00 | 1,533 | 4.24 | 03-31-2024 |
