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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P 400 MDCP GRW | 401 | $646,884 | 8,549 | 0.00 | 8,549 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 402 | $639,706 | 11,557 | 0.00 | 11,557 | +Inf | 12-31-2023 | |
| HUBBELL INC | COM | 403 | $636,151 | 1,934 | 0.00 | 1,934 | +Inf | 12-31-2023 | |
| AIM ETF PRODUCTS TRUST | US LRGCP B20 JUL | 404 | $635,575 | 20,371 | 0.00 | 20,371 | +Inf | 12-31-2023 |
