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 |
|---|---|---|---|---|---|---|---|---|---|
| ZOETIS INC | COMMON STOCK | 351 | $586,481 | 3,466 | 0.00 | 0.00 | -300 | -7.97 | 03-31-2024 |
| GATX CORPORATION | COMMON STOCK | 352 | $586,113 | 4,373 | 0.00 | 0.00 | -4,950 | -53.09 | 03-31-2024 |
| AFLAC INC | COMMON STOCK | 353 | $584,371 | 6,806 | 0.00 | 0.00 | 4,205 | 161.67 | 03-31-2024 |
| CENCORA INCORPORATED | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 2,845 | +Inf | 03-31-2024 |
