Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ALBION FINANCIAL GROUP /UT 04-19-2024 03-31-2024 503 1,295,413,673
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
WORKHORSE GROUP INC COM NEW 901 $3 10 0.00 0.00 0 0.00 03-31-2024
SOLIGENIX INC COM NEW 902 $3 5 0.00 0.00 0 0.00 03-31-2024
ARCIMOTO INC COM NEW 903 $1 1 0.00 0.00 0 0.00 03-31-2024
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