Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV | 04-23-2024 | 03-31-2024 | 621 | 1,187,635,473 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MATSON INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -380 | -11.08 | 03-31-2024 |
| WISDOMTREE CYBERSECURITY FUND | ETF | 752 | $269,220 | 10,500 | 0.00 | 0.00 | 500 | 5.00 | 03-31-2024 |
| ALLIANZIM US LARGE CAP BUFFER10 APR ETF | ETF | 753 | $269,046 | 7,719 | 0.00 | 0.00 | 356 | 4.83 | 03-31-2024 |
| ARCHER DANIELS MIDLAND CO COM | Stock | 754 | $267,947 | 4,266 | 0.00 | 0.00 | -3,567 | -45.54 | 03-31-2024 |
