Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ADVISORY SERVICES NETWORK LLC 11-14-2023 12-31-2023 7468 4,091,890,691
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ZOOM VIDEO COMMUNICATIONS IN Stock 801 $722,768 10,051 0.00 0.00 424 4.40 12-31-2023
GLOBALFOUNDRIES INC Stock 802 $720,227 11,885 0.00 0.00 -990 -7.69 12-31-2023
FIRST TR VALUE LINE DIVID IN ETF 803 $719,374 17,736 0.00 0.00 -10,367 -36.89 12-31-2023
HIGHWOODS PPTYS INC REIT 804 $718,666 31,301 0.00 0.00 -1,805 -5.45 12-31-2023
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