Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FOUNDERS FINANCIAL SECURITIES LLC 07-08-2024 06-30-2024 424 1,057,388,782
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
HUBSPOT INC COM 501 $285,458 484 0.00 0.00 35 7.80 06-30-2024
FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 502 $281,001 3,714 0.00 0.00 100 2.77 06-30-2024
SANDY SPRING BANCORP INC COM 503 $278,240 11,422 0.00 0.00 0 0.00 06-30-2024
OTIS WORLDWIDE CORP COM 504 $275,881 2,866 0.00 0.00 -12 -0.42 06-30-2024
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