Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LGT FINANCIAL ADVISORS LLC | 05-01-2024 | 03-31-2024 | 2293 | 86,105,600 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JACKSON FINANCIAL INC | COM CL A | 851 | $4,101 | 62 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BRADY CORP | CL A | 852 | $4,090 | 69 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| STIFEL FINL CORP | COM | 853 | $4,065 | 52 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PAPA JOHNS INTL INC | COM | 854 | $4,063 | 61 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
