Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX PLANNING PARTNERS INC | 02-09-2024 | 12-31-2023 | 372 | 2,624,534,824 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GENUINE PARTS CO | COM | 401 | $245,976 | 1,776 | 0.00 | 0.00 | 174 | 10.86 | 12-31-2023 |
| NOVO-NORDISK A S | ADR | 402 | $243,935 | 2,358 | 0.00 | 2,358 | +Inf | 12-31-2023 | |
| BUILDERS FIRSTSOURCE INC | COM | 403 | $243,565 | 1,459 | 0.00 | 1,459 | +Inf | 12-31-2023 | |
| BP PLC | SPONSORED ADR | 404 | $242,537 | 6,851 | 0.00 | 0.00 | -74 | -1.07 | 12-31-2023 |
