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 |
|---|---|---|---|---|---|---|---|---|---|
| FORTIS INC COM | Stock | 2101 | $3,951 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VIRTUS DIVIDEND INTEREST & PR COM | CEF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| COMPASS MINERALS INTL INC COM | Stock | 2103 | $3,935 | 250 | 0.00 | 0.00 | -7 | -2.72 | 03-31-2024 |
| PARAMOUNT GLOBAL CLASS A COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -100 | -33.33 | 03-31-2024 |
