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 |
|---|---|---|---|---|---|---|---|---|---|
| EATON VANCE SR FLTNG RTE TR | COM | 2551 | $22,655 | 1,732 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| OMNICOM GROUP INC | COM | 2552 | $22,604 | 252 | 0.00 | 0.00 | 1 | 0.40 | 06-30-2024 |
| LCNB CORP | COM | 2553 | $22,604 | 1,625 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CROWN HLDGS INC | COM | 2554 | $22,588 | 304 | 0.00 | 0.00 | -39 | -11.37 | 06-30-2024 |
