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
DOUBLELINE INCOME SOLUTIONS COM 651 $221,035 18,058 0.00 18,058 +Inf 12-31-2023
CANADIAN NATL RY CO COM 652 $220,229 1,753 0.00 1,753 +Inf 12-31-2023
ATMOS ENERGY CORP COM 653 $219,404 1,893 0.00 1,893 +Inf 12-31-2023
TRACTOR SUPPLY CO COM 654 $219,359 1,020 0.00 1,020 +Inf 12-31-2023
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