Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOWELL FINANCIAL SERVICES LLC | 05-03-2024 | 03-31-2024 | 544 | 2,119,995,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DNP SELECT INCOME FD INC | Stock | 451 | $2,284,000 | 250,000 | 0.00 | 0.00 | 137,200 | 121.63 | 03-31-2024 |
| STANDEX INTL CORP | COM | 452 | $2,281,000 | 12,519 | 0.00 | 0.00 | 941 | 8.13 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 453 | $2,279,000 | 12,395 | 0.00 | 0.00 | -3,382 | -21.44 | 03-31-2024 |
| ORACLE CORP | COM | 454 | $2,277,000 | 18,129 | 0.00 | 0.00 | 2,657 | 17.17 | 03-31-2024 |
