Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PACIFIC CENTER FOR FINANCIAL SERVICES | 02-16-2024 | 12-31-2023 | 412 | 317,148,067 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MICRO-CAP ETF | 251 | $25,295 | 218 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| STARWOOD PPTY TR INC | COM | 252 | $25,224 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CALAMOS STRATEGIC TOTAL RETU | COM SH BEN INT | 253 | $25,161 | 1,692 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DT MIDSTREAM INC | COMMON STOCK | 254 | $25,154 | 459 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
