Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PETIX & BOTTE CO | 02-06-2024 | 12-31-2023 | 122 | 339,729,222 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VALUE ETF | 51 | $911,058 | 6,094 | 0.00 | 0.00 | 68 | 1.13 | 12-31-2023 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 52 | $903,074 | 11,824 | 0.00 | 0.00 | -293 | -2.42 | 12-31-2023 |
| AFLAC INC | COM | 53 | $874,500 | 10,600 | 0.00 | 10,600 | +Inf | 12-31-2023 | |
| ISHARES TR | PFD AND INCM SEC | 54 | $836,076 | 26,806 | 0.00 | 0.00 | -4,436 | -14.20 | 12-31-2023 |
