Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY INC | 02-05-2024 | 12-31-2023 | 475 | 389,596,787 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| STAG INDL INC | COM | 601 | $2,356 | 60 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GENUINE PARTS CO | COM | 602 | $2,355 | 17 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SYNCHRONY FINANCIAL | COM | 603 | $2,330 | 61 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| M T BK CORP | COM | 604 | $2,330 | 17 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
