Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORY SERVICES NETWORK LLC | 11-14-2023 | 12-31-2023 | 7468 | 4,091,890,691 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COPART INC | Stock | 101 | $8,045,928 | 164,203 | 0.00 | 0.00 | 76,731 | 87.72 | 12-31-2023 |
| KLA CORP | Stock | 102 | $7,949,324 | 13,675 | 0.00 | 0.00 | -57 | -0.42 | 12-31-2023 |
| ISHARES TR | ETF | 103 | $7,944,638 | 67,775 | 0.00 | 0.00 | -19,677 | -22.50 | 12-31-2023 |
| COCA COLA CO | Stock | 104 | $7,892,425 | 133,929 | 0.00 | 0.00 | -31,156 | -18.87 | 12-31-2023 |
