Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUNBELT SECURITIES INC | 04-15-2024 | 03-31-2024 | 1736 | 896,382,194 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES MSCI USA SIZE FACTOR ETF | ETF | 1001 | $235,944 | 1,658 | 0.00 | 1,658 | +Inf | 03-31-2024 | |
| INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER | ETF | 1002 | $235,497 | 5,995 | 0.00 | 0.00 | 758 | 14.47 | 03-31-2024 |
| MARKEL GROUP INC COM | Stock | 1003 | $232,786 | 153 | 0.00 | 0.00 | 149 | 3725.00 | 03-31-2024 |
| BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT | CEF | 1004 | $232,505 | 11,985 | 0.00 | 0.00 | 8,985 | 299.50 | 03-31-2024 |
