Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FINANCIAL CONNECTIONS GROUP INC 07-26-2024 06-30-2024 345 192,737,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ALIGN TECHNOLOGY INC COM 301 $7,000 33 0.00 0.01 14 73.68 06-30-2024
KLA CORP COM NEW 302 $7,000 9 0.00 9 +Inf 06-30-2024
VANECK ETF TRUST AGRIBUSINESS ETF 303 $7,000 100 0.00 0.01 0 0.00 06-30-2024
INTERNATIONAL GAME TECHNOLOG SHS USD 304 $6,000 340 0.00 0.01 140 70.00 06-30-2024
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