Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MERIT FINANCIAL GROUP LLC | 02-06-2024 | 12-31-2023 | 773 | 3,287,421,597 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTUIT | COM | 551 | $550,695 | 881 | 0.00 | 0.00 | -2,411 | -73.24 | 12-31-2023 |
| TRUIST FINL CORP | COM | 552 | $550,346 | 14,906 | 0.00 | 0.00 | 3,564 | 31.42 | 12-31-2023 |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 553 | $550,180 | 21,383 | 0.00 | 0.00 | 10,162 | 90.56 | 12-31-2023 |
| ISHARES SILVER TR | ISHARES | 554 | $548,900 | 25,202 | 0.00 | 0.00 | -91 | -0.36 | 12-31-2023 |
