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 |
|---|---|---|---|---|---|---|---|---|---|
| BROWN & BROWN INC COM | Stock | 2301 | $2,364 | 27 | 0.00 | 0.00 | -14 | -34.15 | 03-31-2024 |
| UDR INC COM | REIT | 2302 | $2,357 | 63 | 0.00 | 0.00 | -306 | -82.93 | 03-31-2024 |
| HELMERICH & PAYNE INC COM | Stock | 2303 | $2,355 | 56 | 0.00 | 0.00 | -295 | -84.05 | 03-31-2024 |
| APTARGROUP INC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 2 | 11.76 | 03-31-2024 |
