Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CYPRESS CAPITAL GROUP | 01-24-2024 | 12-31-2023 | 490 | 768,738,195 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SMALL CP ETF | 501 | $404,047 | 1,894 | 0.00 | 0.00 | 14 | 0.74 | 12-31-2023 |
| NOVARTIS AG | SPONSORED ADR | 502 | $394,190 | 3,904 | 0.00 | 0.00 | -231 | -5.59 | 12-31-2023 |
| ROYAL BK CDA | COM | 503 | $390,866 | 3,865 | 0.00 | 0.00 | -45 | -1.15 | 12-31-2023 |
| FASTENAL CO | COM | 504 | $387,971 | 5,990 | 0.00 | 0.00 | -40 | -0.66 | 12-31-2023 |
