Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GPS WEALTH STRATEGIES GROUP LLC | 04-30-2024 | 03-31-2024 | 1248 | 617,432,266 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HUBSPOT INC | Common Stock | 201 | $318,294 | 508 | 0.00 | 0.00 | 10 | 2.01 | 03-31-2024 |
| FIRST TRUST | MF Closed and MF Open | 202 | $318,175 | 6,195 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BROOKFIELD INFRASTRUCTUR | Common Stock | 203 | $312,319 | 8,666 | 0.00 | 0.00 | 495 | 6.06 | 03-31-2024 |
| NUCOR CORP | Common Stock | 204 | $309,816 | 1,566 | 0.00 | 0.00 | 1 | 0.06 | 03-31-2024 |
