Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PATRIOT FINANCIAL GROUP INSURANCE AGENCY LLC | 04-30-2024 | 03-31-2024 | 482 | 629,069,357 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FS CREDIT OPPORTUNITIES CORP | COMMON STOCK | 301 | $880,148 | 148,423 | 0.00 | 0.00 | 46,618 | 45.79 | 03-31-2024 |
| WISDOMTREE TR | US QTLY DIV GRT | 302 | $876,854 | 11,509 | 0.00 | 0.00 | 12 | 0.10 | 03-31-2024 |
| COCA COLA CO | COM | 303 | $873,915 | 14,284 | 0.00 | 0.00 | 501 | 3.63 | 03-31-2024 |
| ISHARES TR | EAFE GRWTH ETF | 304 | $872,408 | 8,406 | 0.00 | 0.00 | 752 | 9.82 | 03-31-2024 |
