Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MERIT FINANCIAL GROUP LLC | 02-06-2024 | 12-31-2023 | 773 | 3,287,421,597 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | 10-20 YR TRS ETF | 301 | $1,307,662 | 12,079 | 0.00 | 0.00 | 9,696 | 406.88 | 12-31-2023 |
| ALAMO GROUP INC | COM | 302 | $1,301,318 | 6,191 | 0.00 | 0.00 | 8 | 0.13 | 12-31-2023 |
| STRYKER CORPORATION | COM | 303 | $1,296,943 | 4,331 | 0.00 | 0.00 | -1,351 | -23.78 | 12-31-2023 |
| SPDR SER TR | BLOOMBERG HIGH Y | 304 | $1,277,633 | 13,487 | 0.00 | 0.00 | -105 | -0.77 | 12-31-2023 |
