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 |
|---|---|---|---|---|---|---|---|---|---|
| OCCIDENTAL PETE CORP | COM | 751 | $317,761 | 5,322 | 0.00 | 0.00 | 908 | 20.57 | 12-31-2023 |
| ATMOS ENERGY CORP | COM | 752 | $315,188 | 2,719 | 0.00 | 0.00 | 19 | 0.70 | 12-31-2023 |
| PPL CORP | COM | 753 | $314,681 | 11,612 | 0.00 | 0.00 | 1,703 | 17.19 | 12-31-2023 |
| PRUDENTIAL FINL INC | COM | 754 | $314,062 | 3,028 | 0.00 | 0.00 | 576 | 23.49 | 12-31-2023 |
