Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CAPITAL ANALYSTS LLC 01-30-2024 12-31-2023 1352 1,986,248,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 1601 $4,000 100 0.00 0.00 -208 -67.53 12-31-2023
ADVISORSHARES TR PURE CANNABIS 1602 $4,000 1,454 0.00 0.00 822 130.06 12-31-2023
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT 1603 $4,000 139 0.00 0.00 0 0.00 12-31-2023
VANGUARD WORLD FDS MATERIALS ETF Liquidated $0 0 0.00 23 +Inf 12-31-2023
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