Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CALTON & ASSOCIATES INC | 04-16-2024 | 03-31-2024 | 189 | 205,216,987 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GRAINGER W W INC | COM | 101 | $966,435 | 950 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INTERNATIONAL FLAVORS&FRAGRA | COM | Liquidated | $0 | 0 | 0.00 | 11,569 | +Inf | 03-31-2024 | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,054 | 14.70 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 VL | 104 | $928,851 | 18,540 | 0.00 | 0.00 | 1,944 | 11.71 | 03-31-2024 |
