Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINNACLE FAMILY ADVISORS LLC | 02-14-2024 | 12-31-2023 | 93 | 170,100,848 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST LRGCP GWT ALPHAD | COM SHS | 151 | $369,704 | 3,374 | 0.00 | 0.00 | -1,731 | -33.91 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | 152 | $364,236 | 3,517 | 0.00 | 0.00 | 6 | 0.17 | 12-31-2023 |
| IRON MTN INC DEL | COM | 153 | $364,020 | 5,202 | 0.00 | 0.00 | 12 | 0.23 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 154 | $362,359 | 7,499 | 0.00 | 0.00 | 7,451 | 15522.92 | 12-31-2023 |
