Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EDGE CAPITAL GROUP LLC | 02-13-2024 | 12-31-2023 | 303 | 1,795,593,066 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WHIRLPOOL CORP COM | Stock | 451 | $466,744 | 3,833 | 0.00 | 0.00 | -20,473 | -84.23 | 12-31-2023 |
| TJX COS INC NEW COM | Stock | 452 | $455,072 | 4,851 | 0.00 | 0.00 | 538 | 12.47 | 12-31-2023 |
| AUTODESK INC COM | Stock | 453 | $453,603 | 1,863 | 0.00 | 0.00 | -209 | -10.09 | 12-31-2023 |
| PINNACLE FINL PARTNERS INC COM | Stock | 454 | $443,863 | 5,089 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
