Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KINGSWOOD WEALTH ADVISORS LLC | 04-15-2024 | 03-31-2024 | 618 | 867,085,366 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COMMON STOCK | 1 | $43,059,810 | 251,106 | 0.00 | 0.01 | -21,638 | -7.93 | 03-31-2024 |
| MICROSOFT CORPORATION | COMMON STOCK | 2 | $34,916,757 | 82,992 | 0.00 | 0.00 | -12,257 | -12.87 | 03-31-2024 |
| NVIDIA CORPORATION | COMMON STOCK | 3 | $29,746,959 | 32,921 | 0.00 | 0.00 | -5,975 | -15.36 | 03-31-2024 |
| AMAZON.COM INC | COMMON STOCK | 4 | $19,952,012 | 110,611 | 0.00 | 0.00 | -23,786 | -17.70 | 03-31-2024 |
