Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINTRUST CAPITAL ADVISORS LLC | 02-13-2024 | 12-31-2023 | 1280 | 501,797,756 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DISCOVER FINL SVCS | COM | 601 | $83,963 | 747 | 0.00 | 0.00 | 141 | 23.27 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 602 | $83,126 | 1,186 | 0.00 | 0.00 | 3 | 0.25 | 12-31-2023 |
| SPDR SER TR | S&P 600 SMCP GRW | 603 | $82,627 | 988 | 0.00 | 0.00 | 300 | 43.60 | 12-31-2023 |
| PULTE GROUP INC | COM | 604 | $81,854 | 793 | 0.00 | 0.00 | 270 | 51.63 | 12-31-2023 |
