Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LPL FINANCIAL LLC | 02-12-2024 | 12-31-2023 | 4792 | 165,111,641,374 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN SUPERCONDUCTOR CORP | SHS NEW | 5701 | $124,757 | 11,199 | 0.00 | 0.00 | -177 | -1.56 | 12-31-2023 |
| NOODLES & CO | COM CL A | 5702 | $123,956 | 39,351 | 0.00 | 0.00 | -3,407 | -7.97 | 12-31-2023 |
| PORCH GROUP INC | COM | 5703 | $123,662 | 40,150 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ELLSWORTH GROWTH & INCOME FD | COM | 5704 | $123,590 | 15,296 | 0.00 | 0.00 | 241 | 1.60 | 12-31-2023 |
