Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
STEWARD PARTNERS INVESTMENT ADVISORY LLC 05-15-2024 03-31-2024 3564 9,068,253,691
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
GOLDMINING INC COM 10301 $7,000 8,000 0.00 0.00 5,000 166.67 03-31-2024
ARDMORE SHIPPING CORP COM 10302 $6,979 425 0.00 0.00 0 0.00 03-31-2024
ALPS ETF TR CLEAN ENERGY 10303 $6,975 235 0.00 0.00 -47 -16.67 03-31-2024
SMITH & WESSON BRANDS INC COM 10304 $6,961 401 0.00 0.00 -150 -27.22 03-31-2024
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