Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEE FINANCIAL CO | 11-08-2023 | 09-30-2023 | 1005 | 536,716,321 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ATLANTIC UN BANKSHARES CORP | COM | 551 | $10,505 | 365 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| PACER FDS TR | DATA AND INFRAST | 552 | $10,356 | 400 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| ISHARES TR | U.S. FIN SVC ETF | 553 | $10,242 | 66 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| CHART INDS INC | COM | 554 | $10,148 | 60 | 0.00 | 60 | +Inf | 09-30-2023 |
