Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RESURGENT FINANCIAL ADVISORS LLC | 02-09-2024 | 12-31-2023 | 499 | 162,865,944 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AVALONBAY CMNTYS INC | COM | 251 | $138,781 | 741 | 0.00 | 0.00 | 34 | 4.81 | 12-31-2023 |
| RBB FD INC | MOTLEY FOL ETF | 252 | $138,150 | 3,094 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BLACKROCK INC | COM | 253 | $138,006 | 170 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PHILLIPS 66 | COM | 254 | $136,735 | 1,027 | 0.00 | 0.00 | -95 | -8.47 | 12-31-2023 |
