Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PFG ADVISORS | 01-19-2024 | 12-31-2023 | 610 | 1,238,427,602 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WEST PHARMACEUTICAL SVSC INC | COM | 251 | $1,277,491 | 3,628 | 0.00 | 0.00 | -4 | -0.11 | 12-31-2023 |
| CUMMINS INC | COM | 252 | $1,270,195 | 5,302 | 0.00 | 0.00 | -41 | -0.77 | 12-31-2023 |
| ISHARES TR | S&P 500 GRWT ETF | 253 | $1,260,695 | 16,787 | 0.00 | 0.00 | 4,429 | 35.84 | 12-31-2023 |
| ISHARES TR | SELECT DIVID ETF | 254 | $1,245,102 | 10,622 | 0.00 | 0.00 | 363 | 3.54 | 12-31-2023 |
