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 |
|---|---|---|---|---|---|---|---|---|---|
| HERCULES CAPITAL INC | COM | 1451 | $500,000 | 27,080 | 0.00 | 0.00 | 3,064 | 12.76 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | 1452 | $497,000 | 20,835 | 0.00 | 0.00 | 3,829 | 22.52 | 03-31-2024 |
| SOUTHSIDE BANCSHARES INC | COM | 1453 | $495,000 | 16,937 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALAMOS GOLD INC NEW | COM CL A | 1454 | $495,000 | 33,565 | 0.00 | 0.00 | 753 | 2.29 | 03-31-2024 |
