Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HARBOUR INVESTMENTS INC | 07-26-2024 | 06-30-2024 | 3291 | 2,964,418,706 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WP CAREY INC | COM | 1151 | $188,438 | 3,423 | 0.00 | 0.00 | -130 | -3.66 | 06-30-2024 |
| EA SERIES TRUST | STRIVE 1000 DIV | 1152 | $188,422 | 6,000 | 0.00 | 0.00 | 21 | 0.35 | 06-30-2024 |
| OTIS WORLDWIDE CORP | COM | 1153 | $187,931 | 1,952 | 0.00 | 0.00 | -6 | -0.31 | 06-30-2024 |
| NORTHERN LTS FD TR IV | INSPIRE 100 ETF | 1154 | $187,706 | 4,942 | 0.00 | 0.00 | 2,977 | 151.50 | 06-30-2024 |
