Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALTAVISTA WEALTH MANAGEMENT INC | 11-10-2021 | 09-30-2021 | 182 | 449,806,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Markel Holdings | COM | 51 | $1,780,000 | 1,489 | 0.40 | 0.34 | 184 | 14.10 | 09-30-2021 |
| VanEck Vectors AMT-Free Interm Muni ETF | COM | 52 | $1,730,000 | 33,768 | 0.38 | 0.38 | -31 | -0.09 | 09-30-2021 |
| Unitedhealth Group Inc | COM | 53 | $1,723,000 | 4,411 | 0.38 | 0.45 | -761 | -14.71 | 09-30-2021 |
| Automatic Data Processing | COM | 54 | $1,706,000 | 8,534 | 0.38 | 0.37 | 0 | 0.00 | 09-30-2021 |
