Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BERGANKDV WEALTH MANAGEMENT LLC | 07-24-2023 | 06-30-2023 | 862 | 999,586,345 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NEW YORK TIMES CO | CL A | 901 | $4,569 | 116 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| ICL GROUP LTD | SHS | 902 | $4,412 | 805 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| TRUST FOR PROFESSIONAL MANAG | MAIRS & PWR MINN | 903 | $4,384 | 200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| UNITY SOFTWARE INC | COM | 904 | $4,342 | 100 | 0.00 | 0.00 | -11 | -9.91 | 06-30-2023 |
