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 |
|---|---|---|---|---|---|---|---|---|---|
| GAP INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 43,005 | +Inf | 03-31-2024 | |
| COMFORT SYSTEMS USA | COMMON STOCK | 252 | $897,848 | 2,826 | 0.00 | 2,826 | +Inf | 03-31-2024 | |
| DEERE & COMPANY | COMMON STOCK | 253 | $885,010 | 2,154 | 0.00 | 0.00 | -697 | -24.45 | 03-31-2024 |
| AMERICAN EXPRESS COMPANY | COMMON STOCK | 254 | $881,896 | 3,873 | 0.00 | 0.00 | 2,020 | 109.01 | 03-31-2024 |
