Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEY FINANCIAL INC | 05-01-2024 | 03-31-2024 | 1307 | 365,854,463 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COGENT COMMUNICATIONS HLDGS | COM NEW | 1101 | $5,020 | 66 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TYLER TECHNOLOGIES INC | COM | 1102 | $5,017 | 12 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SITIME CORP | COM | 1103 | $5,005 | 41 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | GL CLEAN ENE ETF | 1104 | $4,998 | 321 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
