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 HIGH YIELD SYSTEMATIC BOND ETF | ETF | 1351 | $85,271 | 1,825 | 0.00 | 0.00 | 825 | 82.50 | 03-31-2024 |
| ARISTA NETWORKS INC COM | Stock | 1352 | $85,254 | 294 | 0.00 | 0.00 | 244 | 488.00 | 03-31-2024 |
| DIAMOND HILL INVT GROUP INC COM NEW | Stock | 1353 | $84,794 | 550 | 0.00 | 550 | +Inf | 03-31-2024 | |
| CUBESMART COM | REIT | 1354 | $84,697 | 1,873 | 0.00 | 0.00 | 873 | 87.30 | 03-31-2024 |
