Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MUTUAL ADVISORS LLC | 05-02-2024 | 03-31-2024 | 1085 | 3,118,083,987 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HANCOCK JOHN TAX-ADVANTAGED | COM | 751 | $676,321 | 34,401 | 0.00 | 0.00 | -655 | -1.87 | 03-31-2024 |
| FIRST TRUST LRGCP GWT ALPHAD | COM SHS | 752 | $673,602 | 5,464 | 0.00 | 0.00 | 10 | 0.18 | 03-31-2024 |
| OLD DOMINION FREIGHT LINE IN | COM | 753 | $672,158 | 3,065 | 0.00 | 0.00 | 1,314 | 75.04 | 03-31-2024 |
| EA SERIES TRUST | FREEDOM 100 EM | 754 | $665,324 | 19,725 | 0.00 | 0.00 | -3,568 | -15.32 | 03-31-2024 |
