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 |
|---|---|---|---|---|---|---|---|---|---|
| SKYWORKS SOLUTIONS INC | COM | 1151 | $467,340 | 4,157 | 0.00 | 0.00 | 436 | 11.72 | 12-31-2023 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 1152 | $466,903 | 9,637 | 0.00 | 0.00 | -58,962 | -85.95 | 12-31-2023 |
| ARBOR REALTY TRUST INC | COM | 1153 | $466,837 | 30,753 | 0.00 | 0.00 | 13,966 | 83.20 | 12-31-2023 |
| VANECK ETF TRUST | AGRIBUSINESS ETF | Liquidated | $0 | 0 | 0.00 | 5,427 | +Inf | 12-31-2023 |
