Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIDUCIARY ALLIANCE LLC | 04-17-2024 | 03-31-2024 | 196 | 566,639,827 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Truist Financial | Stock | 51 | $3,209,656 | 83,650 | 0.00 | 0.00 | -803 | -0.95 | 03-31-2024 |
| CME Group | Stock | 52 | $3,190,863 | 15,050 | 0.00 | 15,050 | +Inf | 03-31-2024 | |
| M & T BK CORP COM | Stock | 53 | $3,157,750 | 22,048 | 0.00 | 22,048 | +Inf | 03-31-2024 | |
| Global X MLP & Energy Infrastructure ETF | ETF | 54 | $3,004,190 | 61,310 | 0.00 | 0.00 | -5,273 | -7.92 | 03-31-2024 |
