Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SMITH MOORE & CO | 02-13-2024 | 12-31-2023 | 410 | 848,723,367 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BROADCOM INC | COM | 201 | $949,719 | 851 | 0.00 | 0.00 | -19 | -2.18 | 12-31-2023 |
| SPDR INDEX SHS FDS | S&P EMKTSC ETF | 202 | $938,478 | 16,622 | 0.00 | 0.00 | -30 | -0.18 | 12-31-2023 |
| DIAMONDBACK ENERGY INC | COM | 203 | $934,202 | 6,024 | 0.00 | 0.00 | 109 | 1.84 | 12-31-2023 |
| SCHWAB CHARLES CORP | COM | 204 | $926,789 | 13,471 | 0.00 | 0.00 | -1,201 | -8.19 | 12-31-2023 |
