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 |
|---|---|---|---|---|---|---|---|---|---|
| DOLBY LABORATORIES INC | Stock | 3001 | $21,545 | 250 | 0.00 | 250 | +Inf | 12-31-2023 | |
| WORKIVA INC | Stock | 3002 | $21,423 | 211 | 0.00 | 211 | +Inf | 12-31-2023 | |
| EA SERIES TRUST | ETF | 3003 | $21,404 | 2,062 | 0.00 | 2,062 | +Inf | 12-31-2023 | |
| LOGITECH INTL S A | Stock | 3004 | $21,389 | 225 | 0.00 | 225 | +Inf | 12-31-2023 |
