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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED ALP | SML CAP VAL ALPH | 1151 | $218,171 | 4,011 | 0.00 | 4,011 | +Inf | 12-31-2023 | |
| IONIS PHARMACEUTICALS INC | COM | 1152 | $217,638 | 4,302 | 0.00 | 4,302 | +Inf | 12-31-2023 | |
| REGIONS FINANCIAL CORP NEW | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 819 | 7.20 | 12-31-2023 |
| ROCKWELL AUTOMATION INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -151 | -18.64 | 12-31-2023 |
