Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BISON WEALTH LLC | 01-30-2024 | 12-31-2023 | 402 | 564,868,917 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COMCAST CORP NEW | CL A | 51 | $2,580,406 | 58,846 | 0.00 | 0.00 | -1,229 | -2.05 | 12-31-2023 |
| PROCTER AND GAMBLE CO | COM | 52 | $2,534,736 | 17,297 | 0.00 | 0.00 | 756 | 4.57 | 12-31-2023 |
| LISTED FD TR | SHARES SML CAP | 53 | $2,465,699 | 75,319 | 0.00 | 0.00 | 12,059 | 19.06 | 12-31-2023 |
| GOLDMAN SACHS GROUP INC | COM | 54 | $2,447,367 | 6,344 | 0.00 | 0.00 | 119 | 1.91 | 12-31-2023 |
