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 |
|---|---|---|---|---|---|---|---|---|---|
| COCA COLA CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 860 | 23.31 | 03-31-2024 |
| PEPSICO INC | COM | Liquidated | $0 | 0 | 0.00 | 1,559 | +Inf | 03-31-2024 | |
| BLACKROCK ESG CAP ALLC TERM | SHS BEN INT | 403 | $263,573 | 15,183 | 0.00 | 0.00 | -1,548 | -9.25 | 03-31-2024 |
| PFIZER INC | COM | 404 | $261,789 | 9,434 | 0.00 | 0.00 | -2,173 | -18.72 | 03-31-2024 |
