Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 04-25-2024 | 03-31-2024 | 732 | 2,352,414,142 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TOMPKINS FINL CORP | COM | 501 | $492,757 | 10,563 | 0.00 | 0.00 | 129 | 1.24 | 03-31-2024 |
| 3M CO | COM | 502 | $492,275 | 5,293 | 0.00 | 0.00 | 149 | 2.90 | 03-31-2024 |
| INNOVATOR ETFS TRUST | S&P INVT GRD PFD | 503 | $491,189 | 26,218 | 0.00 | 0.00 | 364 | 1.41 | 03-31-2024 |
| ELLINGTON FINANCIAL INC | COM | 504 | $490,434 | 42,025 | 0.00 | 0.00 | -9 | -0.02 | 03-31-2024 |
