Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOUNDERS FINANCIAL ALLIANCE LLC | 02-07-2024 | 12-31-2023 | 491 | 257,868,620 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $25,291,499 | 131,364 | 0.01 | 0.01 | -328 | -0.25 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $11,703,548 | 31,123 | 0.00 | 0.00 | 631 | 2.07 | 12-31-2023 |
| NVIDIA CORPORATION | COM | 3 | $8,912,912 | 17,998 | 0.00 | 0.00 | 655 | 3.78 | 12-31-2023 |
| FIRST BANCORP N C | COM | 4 | $6,362,789 | 171,921 | 0.00 | 0.00 | -5,803 | -3.27 | 12-31-2023 |
