Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BALLEW ADVISORS INC | 04-11-2024 | 03-31-2024 | 108 | 144,926,505 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| META PLATFORMS INC | CL A | 101 | $745,535 | 1,434 | 0.00 | 0.00 | 13 | 0.91 | 03-31-2024 |
| TRUSTMARK CORP | COM | 102 | $736,689 | 27,800 | 0.00 | 0.00 | -6,725 | -19.48 | 03-31-2024 |
| ISHARES TR | RUSSELL 2000 ETF | 103 | $694,490 | 3,456 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | RUS 1000 VAL ETF | 104 | $650,368 | 3,721 | 0.00 | 0.00 | -11 | -0.29 | 03-31-2024 |
