Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SIGMA PLANNING CORP | 02-01-2024 | 12-31-2023 | 846 | 1,278,138,234 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JACKSON FINANCIAL INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,762 | 14.08 | 12-31-2023 |
| AUTOMATIC DATA PROCESSING IN | COM | 1052 | $854,585 | 3,668 | 0.00 | 0.00 | -4,863 | -57.00 | 12-31-2023 |
| DEVON ENERGY CORP NEW | COM | 1053 | $853,675 | 18,845 | 0.00 | 0.00 | -28,992 | -60.61 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 1054 | $853,418 | 18,711 | 0.00 | 0.00 | -19,388 | -50.89 | 12-31-2023 |
