Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HHM WEALTH ADVISORS LLC | 02-05-2024 | 12-31-2023 | 756 | 574,676,330 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MFS CHARTER INCOME TR | SH BEN INT | 1101 | $1,307 | 202 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LOEWS CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MICROSTRATEGY INC | CL A NEW | 1103 | $1,264 | 2 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FOUR CORNERS PPTY TR INC | COM | Liquidated | $0 | 0 | 0.00 | 56 | +Inf | 12-31-2023 |
