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 |
|---|---|---|---|---|---|---|---|---|---|
| CROWDSTRIKE HLDGS INC | CL A | 651 | $409,789 | 1,605 | 0.00 | 1,605 | +Inf | 12-31-2023 | |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 652 | $409,447 | 7,605 | 0.00 | 0.00 | 795 | 11.67 | 12-31-2023 |
| VANGUARD WORLD FD | MEGA CAP INDEX | 653 | $408,748 | 2,415 | 0.00 | 0.00 | -1,588 | -39.67 | 12-31-2023 |
| INTERPUBLIC GROUP COS INC | COM | 654 | $406,957 | 12,468 | 0.00 | 12,468 | +Inf | 12-31-2023 |
