Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHTRUST AXIOM LLC | 02-05-2024 | 12-31-2023 | 252 | 299,103,553 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $15,933,565 | 82,758 | 0.01 | 0.01 | -9,835 | -10.62 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $11,647,685 | 30,974 | 0.00 | 0.00 | -768 | -2.42 | 12-31-2023 |
| LSI INDS INC OHIO | COM | 3 | $10,252,405 | 728,153 | 0.00 | 0.00 | -153,987 | -17.46 | 12-31-2023 |
| KINDER MORGAN INC DEL | COM | 4 | $9,965,823 | 564,956 | 0.00 | 0.00 | -3,180 | -0.56 | 12-31-2023 |
