Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MERIT FINANCIAL GROUP LLC | 02-06-2024 | 12-31-2023 | 773 | 3,287,421,597 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | RUSSELL MOMENTUM | 251 | $1,728,588 | 16,542 | 0.00 | 0.00 | -7,128 | -30.11 | 12-31-2023 |
| APOLLO COML REAL EST FIN INC | COM | 252 | $1,725,216 | 146,952 | 0.00 | 0.00 | -49,164 | -25.07 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 253 | $1,713,782 | 10,860 | 0.00 | 0.00 | -4,723 | -30.31 | 12-31-2023 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 254 | $1,700,010 | 18,122 | 0.00 | 0.00 | -298 | -1.62 | 12-31-2023 |
