Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SFMG LLC | 01-30-2024 | 12-31-2023 | 271 | 1,079,218,534 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| STRATEGY SHS | DAY HAGAN NED | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,368 | -5.41 | 12-31-2023 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 102 | $1,353,995 | 37,045 | 0.00 | 0.00 | -10,921 | -22.77 | 12-31-2023 |
| BROADCOM INC | COM | 103 | $1,334,145 | 1,195 | 0.00 | 0.00 | 12 | 1.01 | 12-31-2023 |
| CVS HEALTH CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -150 | -0.81 | 12-31-2023 |
