Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES INC | 02-07-2024 | 12-31-2023 | 1570 | 10,074,549,546 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KBR INC | COM | 1551 | $273,559 | 4,937 | 0.00 | 0.00 | -2,291 | -31.70 | 12-31-2023 |
| TRIMTABS ETF TR | FCF US QLTY ETF | Liquidated | $0 | 0 | 0.00 | 5,871 | +Inf | 12-31-2023 | |
| SARATOGA INVT CORP | COM NEW | 1553 | $273,111 | 10,561 | 0.00 | 10,561 | +Inf | 12-31-2023 | |
| EATON VANCE SR FLTNG RTE TR | COM | 1554 | $272,500 | 21,524 | 0.00 | 0.00 | 7,475 | 53.21 | 12-31-2023 |
