Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
LEVEL FOUR ADVISORY SERVICES LLC 02-07-2024 12-31-2023 776 1,782,509,593
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
GENERAL ELECTRIC CO COM NEW 501 $654,206 5,126 0.00 0.00 -2,198 -30.01 12-31-2023
COMFORT SYS USA INC COM 502 $651,537 3,168 0.00 0.00 -1,256 -28.39 12-31-2023
ISHARES SILVER TR ISHARES 503 $651,309 29,904 0.00 0.00 -9,900 -24.87 12-31-2023
NEUROCRINE BIOSCIENCES INC COM 504 $651,158 4,942 0.00 4,942 +Inf 12-31-2023
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