Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEAVER CONSULTING GROUP | 04-16-2024 | 03-31-2024 | 199 | 270,196,881 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LISTED FD TR | TRUESHS TECH AI | 201 | $243,132 | 6,220 | 0.00 | 0.00 | -1,166 | -15.79 | 03-31-2024 |
| WISDOMTREE TR | US LARGECAP DIVD | 202 | $238,371 | 3,302 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | DORSY WR MOMNT | 203 | $237,423 | 7,769 | 0.00 | 0.00 | -694 | -8.20 | 03-31-2024 |
| MCDONALDS CORP | COM | 204 | $233,596 | 829 | 0.00 | 0.00 | 99 | 13.56 | 03-31-2024 |
