Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PROSPERA FINANCIAL SERVICES INC 08-13-2024 06-30-2024 1134 3,596,428,795
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
RENEO PHARMACEUTICALS INC COM Liquidated $0 0 0.00 20,535 +Inf 06-30-2024
CREXENDO INC COM 2002 $31,450 10,000 0.00 10,000 +Inf 06-30-2024
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