Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RISE ADVISORS LLC | 01-10-2024 | 12-31-2023 | 618 | 143,009,144 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MASIMO CORP COM | 0 | 601 | $2,344 | 20 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| KIMBERLY-CLARK CORP COM | 0 | 602 | $2,309 | 19 | 0.00 | 0.00 | -94 | -83.19 | 12-31-2023 |
| NUVEEN ESG MID-CAP GROWTH ETF | 0 | 603 | $2,308 | 55 | 0.00 | 0.00 | 1 | 1.85 | 12-31-2023 |
| VANGUARD S&P SMALL-CAP 600 VALUE ETF | 0 | 604 | $2,301 | 26 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
