Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PINKERTON RETIREMENT SPECIALISTS LLC 01-25-2024 12-31-2023 128 519,141,368
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SIRIUS XM HOLDINGS INC COM COM 201 $418,614 76,529 0.00 0.00 18,968 32.95 12-31-2023
META PLATFORMS INC CL A CL A 202 $414,841 1,172 0.00 0.00 -1,003 -46.11 12-31-2023
ZIONS BANCORPORATION N A COM COM Liquidated $0 0 0.00 11,566 +Inf 12-31-2023
ELI LILLY & CO COM COM 204 $395,220 678 0.00 678 +Inf 12-31-2023
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