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 |
|---|---|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN COS INC COM | Stock | 401 | $379,827 | 1,844 | 0.00 | 0.00 | 68 | 3.83 | 03-31-2024 |
| TRUPANION INC COM | Stock | 402 | $377,953 | 13,689 | 0.00 | 0.00 | 279 | 2.08 | 03-31-2024 |
| CHIPOTLE MEXICAN GRILL INC | Stock | 403 | $377,880 | 130 | 0.00 | 0.00 | 9 | 7.44 | 03-31-2024 |
| COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | ETF | 404 | $377,224 | 4,619 | 0.00 | 0.00 | -310 | -6.29 | 03-31-2024 |
