Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BURLESON & COMPANY LLC | 10-13-2022 | 09-30-2022 | 435 | 465,156,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WALMART INC | COM | 51 | $2,520,000 | 19,427 | 0.54 | 0.48 | 1,041 | 5.66 | 09-30-2022 |
| BK OF AMERICA CORP | COM | 52 | $2,520,000 | 83,446 | 0.54 | 0.51 | 8,287 | 11.03 | 09-30-2022 |
| WELLS FARGO CO NEW | COM | 53 | $2,450,000 | 60,926 | 0.53 | 0.52 | -63 | -0.10 | 09-30-2022 |
| DISNEY WALT CO | COM | 54 | $2,376,000 | 25,187 | 0.51 | 0.49 | 1,260 | 5.27 | 09-30-2022 |
