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 |
|---|---|---|---|---|---|---|---|---|---|
| CHIMERA INVT CORP | COM NEW | 951 | $719,900 | 144,268 | 0.00 | 0.00 | 7,227 | 5.27 | 12-31-2023 |
| MANULIFE FINL CORP | COM | 952 | $719,525 | 32,557 | 0.00 | 0.00 | 820 | 2.58 | 12-31-2023 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 VAL | 953 | $718,014 | 8,236 | 0.00 | 0.00 | -700 | -7.83 | 12-31-2023 |
| WELLS FARGO CO NEW | PERP PFD CNV A | 954 | $714,981 | 598 | 0.00 | 0.00 | 57 | 10.54 | 12-31-2023 |
