Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV | 04-23-2024 | 03-31-2024 | 621 | 1,187,635,473 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CVS HEALTH CORP COM | Stock | 151 | $2,152,994 | 26,993 | 0.00 | 0.00 | -3,003 | -10.01 | 03-31-2024 |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | ETF | 152 | $2,148,497 | 50,876 | 0.00 | 0.00 | -2,561 | -4.79 | 03-31-2024 |
| PAYCHEX INC COM | Stock | 153 | $2,135,241 | 17,387 | 0.00 | 0.00 | -253 | -1.43 | 03-31-2024 |
| PALO ALTO NETWORKS INC COM | Stock | 154 | $2,119,042 | 7,458 | 0.00 | 0.00 | 4,425 | 145.90 | 03-31-2024 |
