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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SMALL CAP EXCHANGE TRADED FUND | EXCHANGE TRADED FUND | 51 | $3,514,351 | 15,374 | 0.00 | 0.00 | -7,007 | -31.31 | 03-31-2024 |
| ABBVIE INC | COMMON STOCK | 52 | $3,502,279 | 19,232 | 0.00 | 0.00 | 274 | 1.45 | 03-31-2024 |
| GRAYSCALE LITECOIN TRUST | COMMON STOCK | Liquidated | $3,494,794 | 90,445 | 0.00 | 0.00 | 90,445 | +Inf | 03-31-2024 |
| CHEVRON CORP | COMMON STOCK | 54 | $3,482,780 | 22,079 | 0.00 | 0.00 | 8,557 | 63.28 | 03-31-2024 |
