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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR PORTFOLIO S&P 400 MID CAP ETF | ETF | 151 | $1,775,093 | 33,279 | 0.00 | 0.00 | 31,432 | 1701.79 | 03-31-2024 |
| INTEL CORP COM | Stock | 152 | $1,773,601 | 40,154 | 0.00 | 0.00 | 838 | 2.13 | 03-31-2024 |
| JOHN HANCOCK MULTIFACTOR MID CAP ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 13 | 0.03 | 12-31-2023 |
| FISERV INC | Stock | 154 | $1,769,687 | 11,073 | 0.00 | 0.00 | -97 | -0.87 | 03-31-2024 |
