Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEVEL FOUR ADVISORY SERVICES LLC | 02-07-2024 | 12-31-2023 | 776 | 1,782,509,593 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ST JOE CO | COM | 1051 | $249,747 | 4,150 | 0.00 | 0.00 | -100 | -2.35 | 12-31-2023 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 1052 | $249,234 | 1,142 | 0.00 | 0.00 | 81 | 7.63 | 12-31-2023 |
| FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,943 | 21.61 | 12-31-2023 |
| NUVEEN CR STRATEGIES INCOME | COM SHS | 1054 | $248,323 | 47,571 | 0.00 | 0.00 | -5,116 | -9.71 | 12-31-2023 |
