Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MERIT FINANCIAL GROUP LLC | 02-06-2024 | 12-31-2023 | 773 | 3,287,421,597 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PALANTIR TECHNOLOGIES INC | CL A | 201 | $2,323,874 | 135,345 | 0.00 | 0.00 | 2,596 | 1.96 | 12-31-2023 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 202 | $2,313,959 | 64,438 | 0.00 | 0.00 | 24 | 0.04 | 12-31-2023 |
| UNION PAC CORP | COM | 203 | $2,310,088 | 9,405 | 0.00 | 0.00 | -8,054 | -46.13 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | S&P INTL QULTY | 204 | $2,301,919 | 80,515 | 0.00 | 0.00 | 2,531 | 3.25 | 12-31-2023 |
