Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SIGMA PLANNING CORP | 02-01-2024 | 12-31-2023 | 846 | 1,278,138,234 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| REAVES UTIL INCOME FD | COM SH BEN INT | 2251 | $322,327 | 12,054 | 0.00 | 0.00 | -12,808 | -51.52 | 12-31-2023 |
| ATMOS ENERGY CORP | COM | 2252 | $322,243 | 2,780 | 0.00 | 0.00 | -821 | -22.80 | 12-31-2023 |
| ISHARES TR | IBONDS DEC | Liquidated | $0 | 0 | 0.00 | 12,537 | +Inf | 12-31-2023 | |
| OWENS CORNING NEW | COM | 2254 | $320,068 | 2,159 | 0.00 | 0.00 | -1,433 | -39.89 | 12-31-2023 |
