Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HARVEST INVESTMENT SERVICES LLC | 02-12-2024 | 12-31-2023 | 177 | 217,198,885 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 GRW ETF | 551 | $244,052 | 805 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SERVICENOW INC | COM | 552 | $235,261 | 333 | 0.00 | 333 | +Inf | 12-31-2023 | |
| WISDOMTREE TR | US MIDCAP DIVID | 553 | $234,316 | 5,128 | 0.00 | 0.00 | -93 | -1.78 | 12-31-2023 |
| ASURE SOFTWARE INC | COM | 554 | $228,202 | 23,971 | 0.00 | 0.00 | -516 | -2.11 | 12-31-2023 |
