Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CARROLL FINANCIAL ASSOCIATES INC | 12-31-2021 | 12-31-2021 | 1788 | 1,877,613,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LYONDELLBASELL | Stock | 551 | $114,000 | 1,244 | 0.01 | 0.01 | -11 | -0.88 | 12-31-2021 |
| HEICO CORP NEW COM | Stock | 552 | $114,000 | 797 | 0.01 | 0.01 | -75 | -8.60 | 12-31-2021 |
| CARMAX INC COM | Stock | 553 | $113,000 | 889 | 0.01 | 0.01 | -510 | -36.45 | 12-31-2021 |
| NATIONAL HEALTH INVS INC COM | REIT | 554 | $113,000 | 2,000 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2021 |
