Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HHM WEALTH ADVISORS LLC | 02-05-2024 | 12-31-2023 | 756 | 574,676,330 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALLSTATE CORP | CALL | 201 | $139,980 | 1,000 | 0.00 | 1,000 | +Inf | 12-31-2023 | |
| TIMOTHY PLAN | U S SM CP CORE | 202 | $137,204 | 3,878 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | 203 | $136,276 | 1,316 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SMARTFINANCIAL INC | COM NEW | 204 | $135,406 | 5,529 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
