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 |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY SMALL-MID MULTIFACTOR ETF | ETF | 2451 | $544 | 14 | 0.00 | 14 | +Inf | 03-31-2024 | |
| CSX CORP COM | Stock | Liquidated | $0 | 0 | 0.00 | 18 | +Inf | 03-31-2024 | |
| CANOPY GROWTH CORP COM | Stock | Liquidated | $0 | 0 | 0.00 | 300 | +Inf | 03-31-2024 | |
| CHAMPIONX CORPORATION COM | Stock | 2454 | $514 | 14 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
