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 |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAMS COMPANIES INCORPORATED | COMMON STOCK | 301 | $709,566 | 18,208 | 0.00 | 0.00 | -12,611 | -40.92 | 03-31-2024 |
| ENERGY TRANSFER L P COM UT LTD PTN | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 4,208 | 8.94 | 03-31-2024 |
| VERTEX PHARMACEUTICALS INCORPORATED | COMMON STOCK | 303 | $707,690 | 1,693 | 0.00 | 0.00 | -109 | -6.05 | 03-31-2024 |
| PALO ALTO NETWORKS INC | COMMON STOCK | 304 | $699,243 | 2,461 | 0.00 | 0.00 | -900 | -26.78 | 03-31-2024 |
