Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CARROLL FINANCIAL ASSOCIATES INC | 12-31-2021 | 12-31-2021 | 1788 | 1,877,613,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY GROWTH OPPORTUNITIES ETF | ETF | 151 | $1,399,000 | 66,474 | 0.07 | 0.07 | 7,043 | 11.85 | 12-31-2021 |
| RAYTHEON TECHNOLOGIES CORP | Stock | 152 | $1,366,000 | 16,029 | 0.07 | 0.07 | 960 | 6.37 | 12-31-2021 |
| ORACLE CORPORATION | Stock | 153 | $1,365,000 | 15,248 | 0.07 | 0.08 | -406 | -2.59 | 12-31-2021 |
| UNITEDHEALTH GROUP | Stock | 154 | $1,360,000 | 2,723 | 0.07 | 0.06 | -75 | -2.68 | 12-31-2021 |
