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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P 400 MDCP GRW | 1701 | $264,483 | 3,030 | 0.00 | 3,030 | +Inf | 03-31-2024 | |
| SARATOGA INVT CORP | COM NEW | 1702 | $264,318 | 11,393 | 0.00 | 0.00 | 832 | 7.88 | 03-31-2024 |
| RITHM CAPITAL CORP | COM NEW | 1703 | $264,287 | 23,682 | 0.00 | 0.00 | 2,214 | 10.31 | 03-31-2024 |
| PTC THERAPEUTICS INC | COM | 1704 | $264,108 | 9,079 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
