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 |
|---|---|---|---|---|---|---|---|---|---|
| MGM RESORTS INTERNATIONAL | COM | 1101 | $826,000 | 17,492 | 0.00 | 0.00 | 3,436 | 24.45 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | VAR RATE PFD | 1102 | $825,000 | 34,696 | 0.00 | 0.00 | 424 | 1.24 | 03-31-2024 |
| HOME BANCSHARES INC | COM | 1103 | $825,000 | 33,560 | 0.00 | 0.00 | -4,390 | -11.57 | 03-31-2024 |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 1104 | $824,000 | 19,564 | 0.00 | 0.00 | 59 | 0.30 | 03-31-2024 |
