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 |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 251 | $706,595 | 7,532 | 0.00 | 0.00 | 1,927 | 34.38 | 12-31-2023 |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 252 | $704,893 | 24,066 | 0.00 | 0.00 | 976 | 4.23 | 12-31-2023 |
| BANK AMERICA CORP | COM | 253 | $703,294 | 20,888 | 0.00 | 0.00 | -2,570 | -10.96 | 12-31-2023 |
| ISHARES TR | HDG MSCI EAFE | 254 | $699,774 | 22,208 | 0.00 | 22,208 | +Inf | 12-31-2023 |
