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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK MUNIHOLDINGS FD INC COM | CEF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GLOBAL PMTS INC COM | Stock | 1852 | $7,886 | 59 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ATMOS ENERGY CORP COM | Stock | 1854 | $7,845 | 66 | 0.00 | 0.00 | 35 | 112.90 | 03-31-2024 |
