Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOCUS FINANCIAL NETWORK INC /ADV | 02-12-2024 | 12-31-2023 | 710 | 2,660,883,726 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROGRESSIVE CORP | COM | 601 | $277,456 | 1,742 | 0.00 | 1,742 | +Inf | 12-31-2023 | |
| OMNICOM GROUP INC | COM | 602 | $274,133 | 3,143 | 0.00 | 3,143 | +Inf | 12-31-2023 | |
| ISHARES TR | EXPANDED TECH | 603 | $273,348 | 674 | 0.00 | 674 | +Inf | 12-31-2023 | |
| ISHARES TR | FLTG RATE NT ETF | 604 | $271,742 | 5,368 | 0.00 | 5,368 | +Inf | 12-31-2023 |
