Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVIDIAN WEALTH SOLUTIONS LLC | 05-03-2024 | 03-31-2024 | 440 | 2,061,417,461 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| STELLAR BANCORP INC | COM | 451 | $402,354 | 16,517 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| OLD REP INTL CORP | COM | 452 | $401,234 | 13,061 | 0.00 | 0.00 | -150 | -1.14 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 453 | $399,256 | 11,853 | 0.00 | 11,853 | +Inf | 03-31-2024 | |
| JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | 454 | $397,097 | 6,132 | 0.00 | 0.00 | -329 | -5.09 | 03-31-2024 |
