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 |
|---|---|---|---|---|---|---|---|---|---|
| SOFI TECHNOLOGIES INC | COM | 3351 | $139,230 | 13,993 | 0.00 | 0.00 | -13,768 | -49.59 | 12-31-2023 |
| EZCORP INC | CL A NON VTG | Liquidated | $0 | 0 | 0.00 | 0.00 | 14,926 | 113.33 | 12-31-2023 |
| GLOBAL NET LEASE INC | COM NEW | 3353 | $138,223 | 13,892 | 0.00 | 0.00 | -29,911 | -68.29 | 12-31-2023 |
| FIRST TR STOXX EUROPEAN SELE | COMMON SHS | 3354 | $136,724 | 11,327 | 0.00 | 0.00 | -2,034 | -15.22 | 12-31-2023 |
