Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SIGMA PLANNING CORP | 02-01-2024 | 12-31-2023 | 846 | 1,278,138,234 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| REPUBLIC SVCS INC | COM | 801 | $1,182,570 | 7,171 | 0.00 | 0.00 | -5,604 | -43.87 | 12-31-2023 |
| ISHARES TR | PFD AND INCM SEC | 802 | $1,173,210 | 37,615 | 0.00 | 0.00 | -32,855 | -46.62 | 12-31-2023 |
| WISDOMTREE TR | US LARGECAP DIVD | 803 | $1,172,076 | 17,657 | 0.00 | 0.00 | -22,953 | -56.52 | 12-31-2023 |
| ISHARES TR | 10-20 YR TRS ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 4,997 | 72.40 | 12-31-2023 |
