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 |
|---|---|---|---|---|---|---|---|---|---|
| ECOLAB INC | COM | 651 | $360,137 | 1,513 | 0.00 | 0.00 | 255 | 20.27 | 06-30-2024 |
| FIRST TR EXCH TRD ALPHDX FD | EMERG MKT ALPH | 652 | $357,376 | 14,928 | 0.00 | 0.00 | 778 | 5.50 | 06-30-2024 |
| FOOT LOCKER INC | COM | 653 | $354,735 | 14,235 | 0.00 | 0.00 | 431 | 3.12 | 06-30-2024 |
| ISHARES TR | RUSSELL 2000 ETF | 654 | $354,693 | 1,748 | 0.00 | 0.00 | -32 | -1.80 | 06-30-2024 |
