Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORY SERVICES NETWORK LLC | 11-14-2023 | 06-30-2024 | 4719 | 4,837,070,162 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | Stock | 351 | $2,983,317 | 30,696 | 0.00 | 0.00 | -416 | -1.34 | 06-30-2024 |
| EMCOR GROUP INC | Stock | 352 | $2,978,019 | 8,157 | 0.00 | 0.00 | 367 | 4.71 | 06-30-2024 |
| CONSTELLATION ENERGY CORP | Stock | 353 | $2,969,418 | 14,827 | 0.00 | 0.00 | 5,820 | 64.62 | 06-30-2024 |
| ARK ETF TR | ETF | 354 | $2,960,308 | 67,356 | 0.00 | 0.00 | 3,379 | 5.28 | 06-30-2024 |
