Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOWELL FINANCIAL SERVICES LLC | 05-03-2024 | 03-31-2024 | 544 | 2,119,995,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 1001 | $959,000 | 11,276 | 0.00 | 0.00 | 85 | 0.76 | 03-31-2024 |
| GENESIS ENERGY L P | UNIT LTD PARTN | 1002 | $953,000 | 85,676 | 0.00 | 0.00 | 750 | 0.88 | 03-31-2024 |
| BROOKFIELD CORP | CL A LTD VT SH | 1003 | $950,000 | 22,698 | 0.00 | 0.00 | -206 | -0.90 | 03-31-2024 |
| ARK ETF TR | FINTECH INNOVA | 1004 | $940,000 | 31,005 | 0.00 | 0.00 | -11,439 | -26.95 | 03-31-2024 |
