Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINTRUST CAPITAL ADVISORS LLC | 07-24-2024 | 06-30-2024 | 1419 | 550,608,651 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Meta Platforms Inc | COM | 201 | $504,220 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| TARGET CORP | COM | 202 | $499,957 | 3,377 | 0.00 | 0.00 | -614 | -15.38 | 06-30-2024 |
| UCBI 6 7/8 Pfd | PFD | 203 | $491,400 | 21,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 204 | $479,954 | 6,172 | 0.00 | 0.00 | 116 | 1.92 | 06-30-2024 |
