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 |
|---|---|---|---|---|---|---|---|---|---|
| REPUBLIC SVCS INC COM | Stock | 351 | $490,162 | 2,560 | 0.00 | 0.00 | -49 | -1.88 | 03-31-2024 |
| SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF | ETF | 352 | $481,102 | 17,331 | 0.00 | 0.00 | -840 | -4.62 | 03-31-2024 |
| CONSTELLATION ENERGY CORP COM | Stock | 353 | $478,878 | 2,591 | 0.00 | 0.00 | -71 | -2.67 | 03-31-2024 |
| CONOCOPHILLIPS COM | Stock | 354 | $475,287 | 3,734 | 0.00 | 0.00 | 806 | 27.53 | 03-31-2024 |
