Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUNBELT SECURITIES INC | 04-15-2024 | 03-31-2024 | 1736 | 896,382,194 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| THE TRADE DESK INC COM CL A | Stock | 251 | $1,302,445 | 14,899 | 0.00 | 0.00 | -759 | -4.85 | 03-31-2024 |
| ISHARES TIPS BOND ETF | ETF | 252 | $1,277,268 | 11,892 | 0.00 | 0.00 | -53,005 | -81.68 | 03-31-2024 |
| SHERWIN WILLIAMS CO COM | Stock | 253 | $1,276,861 | 3,676 | 0.00 | 0.00 | -654 | -15.10 | 03-31-2024 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 254 | $1,268,713 | 5,080 | 0.00 | 0.00 | -904 | -15.11 | 03-31-2024 |
