Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SHEAFF BROCK INVESTMENT ADVISORS LLC | 02-08-2024 | 12-31-2023 | 481 | 1,292,580,819 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| F N B CORP | COM | 201 | $1,039,429 | 75,485 | 0.00 | 0.00 | -555 | -0.73 | 12-31-2023 |
| MORGAN STANLEY | COM NEW | 202 | $1,018,508 | 10,922 | 0.00 | 0.00 | -441 | -3.88 | 12-31-2023 |
| REGIONS FINANCIAL CORP NEW | COM | 203 | $1,013,594 | 52,301 | 0.00 | 0.00 | -10 | -0.02 | 12-31-2023 |
| CONOCOPHILLIPS | COM | 204 | $1,009,303 | 8,696 | 0.00 | 0.00 | -59,791 | -87.30 | 12-31-2023 |
