Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PATTON ALBERTSON MILLER GROUP LLC | 04-24-2024 | 03-31-2024 | 202 | 667,497,254 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES U S ETF TR | BLACKROCK SH DUR | 251 | $256,993 | 5,093 | 0.00 | 0.00 | -275 | -5.12 | 03-31-2024 |
| CADENCE BANK | COM | 252 | $254,475 | 8,775 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | CORE 1 5 YR USD | Liquidated | $0 | 0 | 0.00 | 5,258 | +Inf | 12-31-2023 |
