Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOCUS FINANCIAL NETWORK INC /ADV | 02-12-2024 | 12-31-2023 | 710 | 2,660,883,726 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DARDEN RESTAURANTS INC | COM | 351 | $848,425 | 5,164 | 0.00 | 5,164 | +Inf | 12-31-2023 | |
| ARK ETF TR | NEXT GNRTN INTER | 352 | $846,986 | 11,159 | 0.00 | 11,159 | +Inf | 12-31-2023 | |
| ISHARES TR | SP SMCP600VL ETF | 353 | $842,971 | 8,179 | 0.00 | 8,179 | +Inf | 12-31-2023 | |
| BLOCK INC | CL A | 354 | $833,137 | 10,771 | 0.00 | 10,771 | +Inf | 12-31-2023 |
