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 |
|---|---|---|---|---|---|---|---|---|---|
| ECOLAB INC | COM | 1401 | $607,944 | 3,065 | 0.00 | 0.00 | -4,191 | -57.76 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | 1402 | $606,528 | 14,573 | 0.00 | 0.00 | -20,811 | -58.81 | 12-31-2023 |
| PEAKSTONE REALTY TRUST | COMMON SHARES | 1403 | $606,017 | 30,407 | 0.00 | 0.00 | -47,910 | -61.17 | 12-31-2023 |
| CUMMINS INC | COM | 1404 | $605,076 | 2,526 | 0.00 | 0.00 | -3,881 | -60.57 | 12-31-2023 |
