Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV | 04-23-2024 | 03-31-2024 | 621 | 1,187,635,473 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DOMINION ENERGY INC COM | Stock | 551 | $449,154 | 9,131 | 0.00 | 0.00 | -455 | -4.75 | 03-31-2024 |
| QUEST DIAGNOSTICS INC COM | Stock | 552 | $447,879 | 3,364 | 0.00 | 0.00 | 527 | 18.58 | 03-31-2024 |
| GENERAL MLS INC COM | Stock | 553 | $447,370 | 6,393 | 0.00 | 0.00 | 946 | 17.37 | 03-31-2024 |
| JPMORGAN U.S. QUALITY FACTOR ETF US QUALITY FACTOR FUND | ETF | 554 | $445,007 | 8,417 | 0.00 | 8,417 | +Inf | 03-31-2024 |
