Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMERICAN PORTFOLIOS ADVISORS | 03-24-2023 | 12-31-2019 | 2843 | 1,405,963,904 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ARROWMARK FINANCIAL CORP | COM | 3401 | $432 | 25 | 0.00 | 25 | +Inf | 09-30-2022 | |
| QUEST DIAGNOSTICS INC | COM | 3402 | $90,791 | 740 | 0.00 | 740 | +Inf | 09-30-2022 | |
| HOLLY ENERGY PARTNERS L P | COM UT LTD PTN | 3403 | $9,059 | 409 | 0.00 | 409 | +Inf | 12-31-2019 | |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 3404 | $678,359 | 4,565 | 0.00 | 4,565 | +Inf | 09-30-2022 |
