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
SERVISFIRST BANCSHARES INC Stock 401 $2,283,743 34,275 0.00 0.00 -18,275 -34.78 12-31-2023
ISHARES TR ETF 402 $2,283,095 29,372 0.00 0.00 1,301 4.63 12-31-2023
ISHARES TR ETF 403 $2,271,994 28,680 0.00 0.00 -2,424 -7.79 12-31-2023
ISHARES TR ETF 404 $2,268,815 56,340 0.00 0.00 2,784 5.20 12-31-2023
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