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 |
|---|---|---|---|---|---|---|---|---|---|
| INGERSOLL RAND INC | COMMON STOCK | 451 | $432,687 | 4,557 | 0.00 | 0.00 | -5,183 | -53.21 | 03-31-2024 |
| PAYCHEX INC | COMMON STOCK | 452 | $428,577 | 3,490 | 0.00 | 0.00 | 822 | 30.81 | 03-31-2024 |
| MGM RESORTS INTERNATIONAL | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 9,587 | +Inf | 03-31-2024 | |
| ISHARES MORGSTAR MID CAP | EXCHANGE TRADED FUND | 454 | $426,554 | 6,035 | 0.00 | 6,035 | +Inf | 03-31-2024 |
