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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 551 | $590,584 | 15,979 | 0.00 | 0.00 | 1,172 | 7.92 | 12-31-2023 |
| CURTISS WRIGHT CORP | COM | 552 | $589,703 | 2,647 | 0.00 | 0.00 | -1,265 | -32.34 | 12-31-2023 |
| BANK AMERICA CORP | 7.25%CNV PFD L | 553 | $589,382 | 489 | 0.00 | 0.00 | -21 | -4.12 | 12-31-2023 |
| DIAMONDBACK ENERGY INC | COM | 554 | $586,379 | 3,781 | 0.00 | 3,781 | +Inf | 12-31-2023 |
