Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PARADIGM FINANCIAL PARTNERS LLC | 02-05-2024 | 12-31-2023 | 201 | 412,310,767 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SERVICENOW INC | COM | 301 | $607,581 | 860 | 0.00 | 0.00 | -2 | -0.23 | 12-31-2023 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 302 | $598,679 | 7,610 | 0.00 | 0.00 | -109 | -1.41 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 303 | $594,880 | 11,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | INTRM GOV CR ETF | 304 | $574,609 | 5,485 | 0.00 | 0.00 | 25 | 0.46 | 12-31-2023 |
