Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PARADIGM FINANCIAL PARTNERS LLC 02-05-2024 12-31-2023 201 412,310,767
Institutional Holdings
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
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