Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PARADIGM FINANCIAL PARTNERS LLC | 02-05-2024 | 12-31-2023 | 201 | 412,310,767 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
US BANCORP DEL | COM NEW | 151 | $1,439,406 | 33,258 | 0.00 | 0.00 | 395 | 1.20 | 12-31-2023 |
AMERICAN ELEC PWR CO INC | COM | 152 | $1,408,598 | 17,343 | 0.00 | 0.00 | -3,280 | -15.90 | 12-31-2023 |
COCA COLA CO | COM | 153 | $1,366,705 | 23,192 | 0.00 | 0.00 | 63 | 0.27 | 12-31-2023 |
LYONDELLBASELL INDUSTRIES N | SHS - A - | 154 | $1,355,365 | 14,255 | 0.00 | 0.00 | -415 | -2.83 | 12-31-2023 |