Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOWELL FINANCIAL SERVICES LLC | 05-03-2024 | 03-31-2024 | 544 | 2,119,995,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | EM EX ST-OWNED | 751 | $1,380,000 | 46,852 | 0.00 | 0.00 | -1,182 | -2.46 | 03-31-2024 |
| COLUMBIA BKG SYS INC | COM | 752 | $1,372,000 | 70,926 | 0.00 | 0.00 | 21,160 | 42.52 | 03-31-2024 |
| NORTHERN LTS FD TR IV | INSPIRE GBL HOPE | 753 | $1,369,000 | 36,274 | 0.00 | 0.00 | -1,492 | -3.95 | 03-31-2024 |
| CRESTWOOD EQUITY PARTNERS LP | UNIT LTD PARTNER | Liquidated | $0 | 0 | 0.00 | 0.00 | 96 | 0.21 | 12-31-2023 |
