Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORNET FINANCIAL INC | 04-12-2024 | 03-31-2024 | 2046 | 1,040,011,309 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | ETF | 1401 | $19,163 | 498 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GENTEX CORP | Stock | 1402 | $18,963 | 525 | 0.00 | 0.00 | -56 | -9.64 | 03-31-2024 |
| NORDSON CORP | Stock | 1403 | $18,943 | 69 | 0.00 | 0.00 | 56 | 430.77 | 03-31-2024 |
| RELX PLC SPONSORED ADR | ADR | 1404 | $18,874 | 436 | 0.00 | 0.00 | 31 | 7.65 | 03-31-2024 |
