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 |
|---|---|---|---|---|---|---|---|---|---|
| COLUMBIA FINL INC | Stock | 1051 | $433,800 | 22,500 | 0.00 | 0.00 | -1,500 | -6.25 | 12-31-2023 |
| TEMPUR SEALY INTL INC | Stock | 1052 | $433,358 | 8,502 | 0.00 | 8,502 | +Inf | 12-31-2023 | |
| ISHARES TR | ETF | 1053 | $432,706 | 15,459 | 0.00 | 0.00 | -12,380 | -44.47 | 12-31-2023 |
| BLACKROCK TAX MUNICPAL BD TR | CEF | 1054 | $431,703 | 26,550 | 0.00 | 26,550 | +Inf | 12-31-2023 |
