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 |
|---|---|---|---|---|---|---|---|---|---|
| IDEX CORPORATION | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 1,158 | +Inf | 03-31-2024 | |
| KFORCE INCORPORATED | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 3,716 | +Inf | 03-31-2024 | |
| VANGUARD LARGE CAP EXCHANGE TRADED FUND | EXCHANGE TRADED FUND | 653 | $249,514 | 1,040 | 0.00 | 0.00 | -461 | -30.71 | 03-31-2024 |
| TOTALENERGIES SE SPONSORED ADS | AMERICAN DEPOSITORY | 654 | $248,269 | 3,607 | 0.00 | 3,607 | +Inf | 03-31-2024 |
