Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CONSOLIDATED PLANNING CORP | 05-02-2024 | 03-31-2024 | 182 | 584,809,804 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COMFORT SYS USA INC | COM | 151 | $433,386 | 1,364 | 0.00 | 1,364 | +Inf | 03-31-2024 | |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | Liquidated | $0 | 0 | 0.00 | 27,077 | +Inf | 03-31-2024 | |
| MICROCHIP TECHNOLOGY INC. | COM | 153 | $429,801 | 4,791 | 0.00 | 4,791 | +Inf | 03-31-2024 | |
| LOWES COS INC | COM | 154 | $423,871 | 1,664 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
