Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES INC | 05-08-2024 | 03-31-2024 | 1650 | 11,266,408,751 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TYLER TECHNOLOGIES INC | COM | 1451 | $348,083 | 819 | 0.00 | 0.00 | 149 | 22.24 | 03-31-2024 |
| PROSPECT CAP CORP | COM | 1452 | $347,966 | 63,037 | 0.00 | 0.00 | 22,165 | 54.23 | 03-31-2024 |
| HILTON WORLDWIDE HLDGS INC | COM | 1453 | $346,842 | 1,626 | 0.00 | 0.00 | 6 | 0.37 | 03-31-2024 |
| CAPITAL GROUP CORE BALANCED | SHS | 1454 | $346,812 | 11,914 | 0.00 | 0.00 | 57 | 0.48 | 03-31-2024 |
