Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JFS WEALTH ADVISORS LLC | 04-29-2024 | 03-31-2024 | 2009 | 1,259,576,039 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ENSIGN GROUP INC | COM | 1301 | $4,728 | 38 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BANK OZK LITTLE ROCK ARK | COM | 1302 | $4,728 | 104 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPLUNK INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EVERSOURCE ENERGY | COM | 1304 | $4,722 | 79 | 0.00 | 0.00 | -14 | -15.05 | 03-31-2024 |
