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 |
|---|---|---|---|---|---|---|---|---|---|
| NACCO INDS INC CL A | Stock | 2451 | $1,661 | 55 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FLUOR CORP | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 20 | 90.91 | 03-31-2024 |
| VERTIV HOLDINGS CO COM CL A | Stock | 2453 | $1,633 | 20 | 0.00 | 0.00 | -22 | -52.38 | 03-31-2024 |
| ISHARES AGENCY BOND ETF | ETF | 2454 | $1,621 | 15 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
