Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORNET FINANCIAL INC | 04-12-2024 | 03-31-2024 | 2046 | 1,040,011,309 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TYLER TECHNOLOGIES INC COM | Stock | 701 | $116,453 | 274 | 0.00 | 0.00 | 2 | 0.74 | 03-31-2024 |
| INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | ETF | 702 | $116,351 | 3,660 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | ETF | 703 | $116,323 | 1,105 | 0.00 | 0.00 | 808 | 272.05 | 03-31-2024 |
| INDEPENDENT BANK GROUP INC COM | Stock | 704 | $115,495 | 2,530 | 0.00 | 0.00 | -270 | -9.64 | 03-31-2024 |
