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 |
|---|---|---|---|---|---|---|---|---|---|
| 3M CO | COM | 351 | $287,131 | 2,707 | 0.00 | 0.00 | -1,254 | -31.66 | 03-31-2024 |
| ISHARES TR | MSCI INDIA SM CP | 352 | $286,324 | 4,075 | 0.00 | 4,075 | +Inf | 03-31-2024 | |
| INTERNATIONAL BUSINESS MACHS | COM | Liquidated | $0 | 0 | 0.00 | 2,040 | +Inf | 12-31-2023 | |
| CATERPILLAR INC | COM | Liquidated | $0 | 0 | 0.00 | 1,047 | +Inf | 12-31-2023 |
