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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | INTRM GOV CR ETF | Liquidated | $0 | 0 | 0.00 | 2,310 | +Inf | 12-31-2023 | |
| ATLASSIAN CORPORATION | CL A | Liquidated | $0 | 0 | 0.00 | 1,161 | +Inf | 12-31-2023 | |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 2853 | $233,809 | 4,885 | 0.00 | 4,885 | +Inf | 12-31-2023 | |
| BADGER METER INC | COM | Liquidated | $0 | 0 | 0.00 | 1,620 | +Inf | 12-31-2023 |
