Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CALTON & ASSOCIATES INC | 04-16-2024 | 03-31-2024 | 189 | 205,216,987 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BOOKING HOLDINGS INC | COM | Liquidated | $0 | 0 | 0.00 | 96 | +Inf | 03-31-2024 | |
| RAYMOND JAMES FINL INC | COM | 302 | $335,818 | 2,615 | 0.00 | 0.00 | -100 | -3.68 | 03-31-2024 |
| SCHRODINGER INC | COM | Liquidated | $0 | 0 | 0.00 | 11,850 | +Inf | 12-31-2023 | |
| ISHARES TR | U.S. TECH ETF | Liquidated | $0 | 0 | 0.00 | 2,680 | +Inf | 03-31-2024 |
