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 INDEX FUNDS | EXCHANGE TRADED FUND | Liquidated | $0 | 0 | 0.00 | 1,479 | +Inf | 12-31-2023 | |
| CION INVESTMENT CORPORATION | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 21,173 | +Inf | 12-31-2023 | |
| 1TRST ULTSHT DUR MN | EXCHANGE TRADED FUND | 703 | $219,703 | 10,966 | 0.00 | 10,966 | +Inf | 03-31-2024 | |
| HEALTHCARE TRUST INCORPORATED REIT | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 15,686 | +Inf | 03-31-2024 |
