Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RALEIGH CAPITAL MANAGEMENT INC | 05-13-2024 | 03-31-2024 | 963 | 231,755,739 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SM CP VAL ETF | 1001 | $13,432 | 70 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AAON INC | COM PAR $0.004 | Liquidated | $0 | 0 | 0.00 | 0.00 | 60 | 49.59 | 03-31-2024 |
| BLACKSTONE MTG TR INC | COM CL A | 1003 | $13,340 | 670 | 0.00 | 0.00 | 120 | 21.82 | 03-31-2024 |
| DOUBLELINE INCOME SOLUTIONS | COM | 1004 | $13,335 | 1,050 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
