Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SEED PLANNING GROUP LLC | 04-16-2024 | 03-31-2024 | 75 | 273,877,780 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN CO | COM | 51 | $1,916,428 | 26,714 | 0.00 | 0.00 | 20,888 | 358.53 | 03-31-2024 |
| EQUINIX INC | COM | 52 | $1,797,569 | 2,178 | 0.00 | 0.00 | -119 | -5.18 | 03-31-2024 |
| STARBUCKS CORP | COM | 53 | $1,765,746 | 19,321 | 0.00 | 0.00 | 5,409 | 38.88 | 03-31-2024 |
| DISNEY WALT CO | COM | 54 | $1,429,202 | 11,680 | 0.00 | 0.00 | 2,855 | 32.35 | 03-31-2024 |
