Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HHM WEALTH ADVISORS LLC | 02-05-2024 | 12-31-2023 | 756 | 574,676,330 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MATTHEWS ASIA FDS | EMER MKTS EQUITY | 451 | $31,944 | 1,130 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PACER FDS TR | US CASH COWS 100 | 452 | $31,714 | 610 | 0.00 | 0.00 | 518 | 563.04 | 12-31-2023 |
| ONEOK INC NEW | COM | 453 | $31,599 | 450 | 0.00 | 450 | +Inf | 12-31-2023 | |
| ISHARES TR | RUS 1000 VAL ETF | 454 | $31,233 | 189 | 0.00 | 0.00 | 71 | 60.17 | 12-31-2023 |
