Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES INC | 02-07-2024 | 12-31-2023 | 1570 | 10,074,549,546 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CANADIAN PACIFIC KANSAS CITY | COM | 1101 | $499,109 | 6,313 | 0.00 | 6,313 | +Inf | 12-31-2023 | |
| NORTHERN LTS FD TR IV | INSPIRE CORP BD | 1102 | $497,638 | 21,095 | 0.00 | 0.00 | -96 | -0.45 | 12-31-2023 |
| DTE ENERGY CO | COM | 1103 | $497,288 | 4,510 | 0.00 | 0.00 | 170 | 3.92 | 12-31-2023 |
| TIMOTHY PLAN | INTL ETF | 1104 | $494,767 | 18,708 | 0.00 | 0.00 | 5,578 | 42.48 | 12-31-2023 |
