Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUNBELT SECURITIES INC | 04-15-2024 | 03-31-2024 | 1736 | 896,382,194 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE 1-5 YEAR USD BOND ETF | ETF | 2401 | $949 | 20 | 0.00 | 0.00 | -410 | -95.35 | 03-31-2024 |
| APPIAN CORP CL A | Stock | Liquidated | $0 | 0 | 0.00 | 22 | +Inf | 03-31-2024 | |
| RAYMOND JAMES FINL INC COM | Stock | 2403 | $914 | 7 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ROUNDHILL SPORTS BETTING & IGAMING ETF | ETF | 2404 | $910 | 51 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
