Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SRS CAPITAL ADVISORS INC | 02-06-2024 | 12-31-2023 | 1840 | 897,613,124 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CSX CORP | COM | 651 | $36,404 | 1,050 | 0.00 | 0.00 | 10 | 0.96 | 12-31-2023 |
| BANK OF NT BUTTERFIELD&SON L | SHS NEW | 652 | $36,268 | 1,133 | 0.00 | 0.00 | -755 | -39.99 | 12-31-2023 |
| BROOKFIELD INFRASTRUCTURE CO | COM SB VTG SHS A | 653 | $36,036 | 1,021 | 0.00 | 0.00 | 876 | 604.14 | 12-31-2023 |
| UFP INDUSTRIES INC | COM | 654 | $36,004 | 287 | 0.00 | 0.00 | 207 | 258.75 | 12-31-2023 |
