Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JW COLE ADVISORS INC | 04-30-2024 | 03-31-2024 | 881 | 1,981,614,302 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BROWN FORMAN CORP | CL B | 251 | $1,760,514 | 34,159 | 0.00 | 0.00 | 198 | 0.58 | 03-31-2024 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 252 | $1,748,186 | 16,971 | 0.00 | 16,971 | +Inf | 03-31-2024 | |
| WELLS FARGO CO NEW | COM | 253 | $1,747,682 | 30,154 | 0.00 | 0.00 | -1,136 | -3.63 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 254 | $1,746,625 | 25,388 | 0.00 | 0.00 | -16,294 | -39.09 | 03-31-2024 |
