Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PATRIOT FINANCIAL GROUP INSURANCE AGENCY LLC | 07-26-2024 | 06-30-2024 | 481 | 679,738,874 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIAMONDBACK ENERGY INC | COM | 451 | $602,885 | 3,012 | 0.00 | 0.00 | -312 | -9.39 | 06-30-2024 |
| AT&T INC | COM | 452 | $600,774 | 31,438 | 0.00 | 0.00 | 2,630 | 9.13 | 06-30-2024 |
| PRUDENTIAL FINL INC | COM | 453 | $599,779 | 5,118 | 0.00 | 0.00 | 195 | 3.96 | 06-30-2024 |
| GSK PLC | SPONSORED ADR | 454 | $596,935 | 15,505 | 0.00 | 0.00 | 155 | 1.01 | 06-30-2024 |
