Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BUFFINGTON MOHR MCNEAL | 04-18-2024 | 03-31-2024 | 129 | 552,410,025 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P MID-CAP ETF | ETF | 51 | $2,841,669 | 46,784 | 0.00 | 0.00 | 37,303 | 393.45 | 03-31-2024 |
| MARVELL TECHNOLOGY INC COM | Stock | 52 | $2,776,937 | 39,178 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ELI LILLY & CO COM | Stock | 53 | $2,306,651 | 2,965 | 0.00 | 0.00 | -38 | -1.27 | 03-31-2024 |
| BROADCOM INC COM | Stock | 54 | $2,045,108 | 1,543 | 0.00 | 1,543 | +Inf | 03-31-2024 |
