Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DA DAVIDSON & CO | 02-09-2024 | 12-31-2023 | 1360 | 10,199,431,966 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL PMTS INC | COM | 851 | $920,750 | 7,250 | 0.00 | 0.00 | -831 | -10.28 | 12-31-2023 |
| LXP INDUSTRIAL TRUST | COM | 852 | $916,169 | 92,355 | 0.00 | 0.00 | 7,864 | 9.31 | 12-31-2023 |
| ISHARES TR | U.S. MED DVC ETF | 853 | $911,087 | 16,881 | 0.00 | 0.00 | -845 | -4.77 | 12-31-2023 |
| CARMAX INC | COM | 854 | $909,369 | 11,850 | 0.00 | 0.00 | 400 | 3.49 | 12-31-2023 |
