Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BURNS J W & CO INC/NY | 04-17-2024 | 03-31-2024 | 188 | 718,389,997 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PAYCHEX INC COM | Stock | 51 | $7,533,869 | 61,351 | 0.00 | 0.00 | -624 | -1.01 | 03-31-2024 |
| UNITED RENTALS INC COM | Stock | 52 | $7,397,867 | 10,259 | 0.00 | 0.00 | 49 | 0.48 | 03-31-2024 |
| UNITEDHEALTH GROUP INC COM | Stock | 53 | $7,280,995 | 14,718 | 0.00 | 0.00 | 199 | 1.37 | 03-31-2024 |
| ISHARES SMALL CAP VALUE ETF | ETF | 54 | $7,252,959 | 70,582 | 0.00 | 0.00 | -734 | -1.03 | 03-31-2024 |
