Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORY SERVICES NETWORK LLC | 11-14-2023 | 12-31-2023 | 7468 | 4,091,890,691 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | ETF | 301 | $3,120,786 | 55,333 | 0.00 | 0.00 | 15,110 | 37.57 | 12-31-2023 |
| ATLASSIAN CORPORATION | Stock | 302 | $3,106,088 | 13,058 | 0.00 | 0.00 | 5,136 | 64.83 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | ETF | 303 | $3,105,961 | 145,957 | 0.00 | 145,957 | +Inf | 12-31-2023 | |
| KIMBERLY-CLARK CORP | Stock | 304 | $3,083,708 | 25,378 | 0.00 | 0.00 | 10,543 | 71.07 | 12-31-2023 |
