Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEWARD PARTNERS INVESTMENT ADVISORY LLC | 05-15-2024 | 03-31-2024 | 3564 | 9,068,253,691 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MDU RES GROUP INC | COM | 4551 | $88,805 | 3,524 | 0.00 | 0.00 | 520 | 17.31 | 03-31-2024 |
| ROBERT HALF INC. | COM | 4552 | $88,635 | 1,118 | 0.00 | 0.00 | -223 | -16.63 | 03-31-2024 |
| BOSTON BEER INC | CL A | 4553 | $88,586 | 291 | 0.00 | 0.00 | -15 | -4.90 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | Liquidated | $0 | 0 | 0.00 | 2,600 | +Inf | 03-31-2024 |
