Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
RAYMOND JAMES FINANCIAL SERVICES ADVISORS INC 04-22-2024 03-31-2024 3385 67,349,222,263
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ROCKET LAB USA INC COM 3451 $350,957 85,391 0.00 0.00 -804 -0.93 03-31-2024
AMERICOLD REALTY TRUST INC COM 3452 $350,513 14,066 0.00 0.00 5,500 64.21 03-31-2024
ALPS ETF TR BARRONS 400 ETF Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
SMARTFINANCIAL INC COM NEW Liquidated $0 0 0.00 0.00 -9,989 -41.21 03-31-2024
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