Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RESONANT CAPITAL ADVISORS LLC | 05-01-2024 | 03-31-2024 | 342 | 1,169,293,257 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL ELECTRIC CO | COM NEW | 201 | $594,717 | 3,388 | 0.00 | 0.00 | 275 | 8.83 | 03-31-2024 |
| CATERPILLAR INC | COM | 202 | $587,021 | 1,602 | 0.00 | 0.00 | 279 | 21.09 | 03-31-2024 |
| HF SINCLAIR CORP | COM | 203 | $586,374 | 9,713 | 0.00 | 0.00 | 387 | 4.15 | 03-31-2024 |
| BLACKROCK INC | COM | 204 | $565,249 | 678 | 0.00 | 0.00 | 50 | 7.96 | 03-31-2024 |
