Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JW COLE ADVISORS INC | 01-30-2024 | 12-31-2023 | 816 | 1,707,554,294 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DICKS SPORTING GOODS INC | COM | 601 | $467,063 | 3,178 | 0.00 | 0.00 | -3,374 | -51.50 | 12-31-2023 |
| UPSTART HLDGS INC | COM | 602 | $466,806 | 11,425 | 0.00 | 11,425 | +Inf | 12-31-2023 | |
| CRH PLC | ORD | 603 | $466,553 | 6,746 | 0.00 | 6,746 | +Inf | 12-31-2023 | |
| REGIONS FINANCIAL CORP NEW | COM | 604 | $463,572 | 23,920 | 0.00 | 0.00 | 287 | 1.21 | 12-31-2023 |
