Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CRAVENS & CO ADVISORS LLC | 04-02-2024 | 03-31-2024 | 72 | 120,398,997 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SMARTFINANCIAL INC | COM NEW | 1 | $13,644,597 | 647,584 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 2 | $11,489,795 | 359,618 | 0.01 | 0.01 | 4,475 | 1.26 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 3 | $8,590,308 | 337,007 | 0.01 | 0.01 | 3,872 | 1.16 | 03-31-2024 |
| DOUBLELINE ETF TRUST | OPPORTUNISTIC BD | 4 | $8,292,581 | 180,745 | 0.01 | 0.01 | 8,257 | 4.79 | 03-31-2024 |
