Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JW COLE ADVISORS INC | 01-30-2024 | 12-31-2023 | 816 | 1,707,554,294 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ORACLE CORP | COM | 151 | $2,872,569 | 27,246 | 0.00 | 0.00 | 5,956 | 27.98 | 12-31-2023 |
| ISHARES TR | 0-3 MNTH TREASRY | 152 | $2,805,247 | 27,977 | 0.00 | 0.00 | 5,847 | 26.42 | 12-31-2023 |
| TIMOTHY PLAN | HIG DV STK ETF | 153 | $2,785,374 | 84,109 | 0.00 | 0.00 | 676 | 0.81 | 12-31-2023 |
| FIRST TR EXCH TRADED FD III | ULTRA SHT DUR MU | 154 | $2,778,867 | 138,528 | 0.00 | 0.00 | -1,007 | -0.72 | 12-31-2023 |
