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 |
|---|---|---|---|---|---|---|---|---|---|
| TYLER TECHNOLOGIES INC | COM | 501 | $229,966 | 550 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| WORKDAY INC | CL A | 502 | $226,645 | 821 | 0.00 | 821 | +Inf | 12-31-2023 | |
| VERALTO CORP | COM SHS | Liquidated | $0 | 0 | 0.00 | 2,860 | +Inf | 12-31-2023 | |
| ALPS ETF TR | ALERIAN MLP | 504 | $218,510 | 5,139 | 0.00 | 5,139 | +Inf | 12-31-2023 |
