Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PSI ADVISORS LLC | 04-24-2024 | 03-31-2024 | 1623 | 276,746,916 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE | MF Closed and MF Open | 251 | $176,421 | 2,377 | 0.00 | 0.00 | 381 | 19.09 | 03-31-2024 |
| WISDOMTREE U S | MF Closed and MF Open | 252 | $174,794 | 3,584 | 0.00 | 0.00 | 1 | 0.03 | 03-31-2024 |
| WASTE MANAGEMENT | Common Stock | 253 | $173,455 | 814 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SOTHERLY HOTELS | Common Stock | 254 | $170,403 | 117,519 | 0.00 | 0.00 | 12,944 | 12.38 | 03-31-2024 |
