Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUREVEST LLC | 11-14-2022 | 09-30-2022 | 528 | 367,590,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PAYCHEX INC | COM | 501 | $1,000 | 10 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
| ONEOK INC NEW | COM | 502 | $1,000 | 10 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
| OMNICOM GROUP INC | COM | 503 | $1,000 | 12 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
| OLD DOMINION FREIGHT LINE IN | COM | 504 | $1,000 | 4 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
