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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P MDCP400 PR | 801 | $283,634 | 6,875 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SOUTHWESTERN ENERGY CO | COM | 802 | $283,497 | 43,282 | 0.00 | 0.00 | -17,177 | -28.41 | 12-31-2023 |
| CINCINNATI FINL CORP | COM | 803 | $283,273 | 2,738 | 0.00 | 0.00 | 67 | 2.51 | 12-31-2023 |
| DIREXION SHS ETF TR | DLY SCOND 3XBU | Liquidated | $0 | 0 | 0.00 | 15,000 | +Inf | 12-31-2023 |
