Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LARSON FINANCIAL GROUP LLC | 02-01-2024 | 12-31-2023 | 1787 | 1,144,543,965 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HEARTBEAM INC | COM | 1701 | $2,938 | 1,250 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | MBS ETF | 1702 | $2,916 | 31 | 0.00 | 0.00 | -86 | -73.50 | 12-31-2023 |
| ROCKET COS INC | COM CL A | 1703 | $2,896 | 200 | 0.00 | 0.00 | -100 | -33.33 | 12-31-2023 |
| RENTOKIL INITIAL PLC | SPONSORED ADR | 1704 | $2,890 | 101 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
