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 |
|---|---|---|---|---|---|---|---|---|---|
| ADVISORSHARES TR | ADVISORSHS ETF | 351 | $763,834 | 11,993 | 0.00 | 11,993 | +Inf | 03-31-2024 | |
| ISHARES TR | 20 YR TR BD ETF | 352 | $758,569 | 8,017 | 0.00 | 0.00 | -158 | -1.93 | 03-31-2024 |
| FIRST TR NASDAQ 100 TECH IND | SHS | 353 | $756,466 | 3,967 | 0.00 | 0.00 | 197 | 5.23 | 03-31-2024 |
| BANK NEW YORK MELLON CORP | COM | 354 | $756,092 | 13,122 | 0.00 | 0.00 | 2,571 | 24.37 | 03-31-2024 |
