Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORY SERVICES NETWORK LLC | 11-14-2023 | 12-31-2023 | 7468 | 4,091,890,691 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TWILIO INC | Stock | 1551 | $168,659 | 2,223 | 0.00 | 2,223 | +Inf | 12-31-2023 | |
| NORTHWESTERN ENERGY GROUP IN | Stock | 1552 | $168,141 | 3,304 | 0.00 | 3,304 | +Inf | 12-31-2023 | |
| EA SERIES TRUST | ETF | 1553 | $167,773 | 5,099 | 0.00 | 5,099 | +Inf | 12-31-2023 | |
| PEGASYSTEMS INC | Stock | 1554 | $167,443 | 3,427 | 0.00 | 3,427 | +Inf | 12-31-2023 |
