Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVIANCE CAPITAL PARTNERS LLC | 02-06-2024 | 12-31-2023 | 254 | 467,025,123 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MEDIFAST INC | COM | 301 | $481,998 | 7,170 | 0.00 | 0.00 | -89 | -1.23 | 12-31-2023 |
| 3M CO | COM | 302 | $476,978 | 4,363 | 0.00 | 0.00 | -10,767 | -71.16 | 12-31-2023 |
| UNITEDHEALTH GROUP INC | COM | 303 | $474,195 | 901 | 0.00 | 0.00 | 164 | 22.25 | 12-31-2023 |
| HARTFORD FINL SVCS GROUP INC | COM | 304 | $458,407 | 5,703 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
