Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SNS FINANCIAL GROUP LLC | 04-22-2024 | 03-31-2024 | 288 | 911,807,533 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CSX CORP | COM | 201 | $268,647 | 7,247 | 0.00 | 0.00 | 40 | 0.56 | 03-31-2024 |
| SPDR SER TR | S&P KENSHO CLEAN | 202 | $267,521 | 4,131 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US BM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | RUS MDCP VAL ETF | 204 | $253,292 | 2,021 | 0.00 | 0.00 | -783 | -27.92 | 03-31-2024 |
