Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PARADIGM FINANCIAL PARTNERS LLC | 02-05-2024 | 12-31-2023 | 201 | 412,310,767 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BROADCOM INC | COM | 451 | $257,854 | 231 | 0.00 | 231 | +Inf | 12-31-2023 | |
| ORACLE CORP | COM | 452 | $255,984 | 2,428 | 0.00 | 0.00 | -83 | -3.31 | 12-31-2023 |
| ISHARES TR | ISHS 5-10YR INVT | 453 | $252,356 | 4,853 | 0.00 | 0.00 | -571 | -10.53 | 12-31-2023 |
| EDWARDS LIFESCIENCES CORP | COM | 454 | $252,235 | 3,308 | 0.00 | 0.00 | -21,765 | -86.81 | 12-31-2023 |
