Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEST BRANCH CAPITAL LLC | 01-19-2024 | 12-31-2023 | 443 | 212,721,144 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 501 | $3,352 | 60 | 0.00 | 60 | +Inf | 12-31-2023 | |
| EPR PPTYS | COM SH BEN INT | 502 | $3,295 | 68 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| WESTERN UN CO | COM | 503 | $3,290 | 276 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TRACTOR SUPPLY CO | COM | 504 | $3,226 | 15 | 0.00 | 15 | +Inf | 12-31-2023 |
