Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV | 04-23-2024 | 03-31-2024 | 621 | 1,187,635,473 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| STRYKER CORPORATION COM | Stock | 251 | $1,296,436 | 3,622 | 0.00 | 0.00 | 90 | 2.55 | 03-31-2024 |
| CONOCOPHILLIPS COM | Stock | 252 | $1,292,243 | 10,152 | 0.00 | 0.00 | 2 | 0.02 | 03-31-2024 |
| EAGLE MATLS INC COM | Stock | 253 | $1,280,758 | 4,713 | 0.00 | 0.00 | 955 | 25.41 | 03-31-2024 |
| ALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 254 | $1,275,380 | 17,625 | 0.00 | 17,625 | +Inf | 03-31-2024 |
