Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LPL FINANCIAL LLC | 02-12-2024 | 12-31-2023 | 4792 | 165,111,641,374 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CANADIAN IMPERIAL BK COMM TO | COM | 801 | $25,759,149 | 535,088 | 0.00 | 0.00 | -5,355 | -0.99 | 12-31-2023 |
| ROPER TECHNOLOGIES INC | COM | 802 | $25,757,498 | 47,247 | 0.00 | 0.00 | 4,551 | 10.66 | 12-31-2023 |
| YUM BRANDS INC | COM | 803 | $25,691,265 | 196,627 | 0.00 | 0.00 | 8,555 | 4.55 | 12-31-2023 |
| NORTHERN LIGHTS FD TR | TOEWS AGILTY SHS | 804 | $25,691,060 | 888,503 | 0.00 | 0.00 | 138,662 | 18.49 | 12-31-2023 |
