Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PARADIGM FINANCIAL PARTNERS LLC | 02-05-2024 | 12-31-2023 | 201 | 412,310,767 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 251 | $785,453 | 15,395 | 0.00 | 15,395 | +Inf | 12-31-2023 | |
| NISOURCE INC | COM | 252 | $736,099 | 27,725 | 0.00 | 0.00 | 1,445 | 5.50 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 253 | $733,090 | 9,733 | 0.00 | 0.00 | 1,142 | 13.29 | 12-31-2023 |
| SPDR S&P 500 ETF TR | TR UNIT | 254 | $732,622 | 1,541 | 0.00 | 0.00 | 173 | 12.65 | 12-31-2023 |
