Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLARAPHI ADVISORY NETWORK LLC | 05-12-2022 | 03-31-2022 | 283 | 345,882,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ELEC PWR CO INC | COM | 151 | $699,000 | 7,005 | 0.20 | 7,005 | +Inf | 03-31-2022 | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL ENR | 152 | $683,000 | 10,142 | 0.20 | 10,142 | +Inf | 03-31-2022 | |
| BROADCOM INC | COM | 153 | $680,000 | 1,080 | 0.20 | 1,080 | +Inf | 03-31-2022 | |
| BELPOINTE PREP LLC | UNIT RP LTD LB A | 154 | $660,000 | 6,609 | 0.19 | 0.23 | 0 | 0.00 | 03-31-2022 |
