Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | 07-31-2024 | 06-30-2024 | 4033 | 63,172,730,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MATSON INC | COM | 3501 | $474,000 | 3,619 | 0.00 | 0.00 | 485 | 15.48 | 06-30-2024 |
| TIMOTHY PLAN | US LRGMD CP CORE | 3502 | $473,000 | 11,664 | 0.00 | 0.00 | 28 | 0.24 | 06-30-2024 |
| FIRST TR EXCHANGE-TRADED FD | LUNT US FACTOR | 3503 | $473,000 | 15,236 | 0.00 | 0.00 | -2,891 | -15.95 | 06-30-2024 |
| FARMLAND PARTNERS INC | COM | 3504 | $472,000 | 40,968 | 0.00 | 0.00 | -1,147 | -2.72 | 06-30-2024 |
