Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PATTON ALBERTSON MILLER GROUP LLC | 04-24-2024 | 03-31-2024 | 202 | 667,497,254 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 151 | $666,253 | 10,913 | 0.00 | 0.00 | -1,491 | -12.02 | 03-31-2024 |
| COMCAST CORP NEW | CL A | 152 | $659,397 | 15,211 | 0.00 | 0.00 | -74 | -0.48 | 03-31-2024 |
| PAYPAL HLDGS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,846 | -31.90 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 154 | $634,245 | 9,661 | 0.00 | 0.00 | -443 | -4.38 | 03-31-2024 |
