Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PATRIOT FINANCIAL GROUP INSURANCE AGENCY LLC | 04-30-2024 | 03-31-2024 | 482 | 629,069,357 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WEBSTER FINL CORP | COM | 251 | $1,066,012 | 20,997 | 0.00 | 0.00 | -6 | -0.03 | 03-31-2024 |
| FIRST TR VALUE LINE DIVID IN | SHS | 252 | $1,055,919 | 25,004 | 0.00 | 0.00 | 4,365 | 21.15 | 03-31-2024 |
| FIDELITY NATL INFORMATION SV | COM | 253 | $1,052,683 | 14,191 | 0.00 | 0.00 | -6,434 | -31.20 | 03-31-2024 |
| SELECT SECTOR SPDR TR | ENERGY | 254 | $1,052,191 | 11,145 | 0.00 | 0.00 | -512 | -4.39 | 03-31-2024 |
