Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| USCA RIA LLC | 07-28-2021 | 06-30-2021 | 570 | 1,648,242,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WHEATON PRECIOUS METALS CORP | COM | 151 | $3,282,000 | 74,480 | 0.20 | 0.18 | 1,330 | 1.82 | 06-30-2021 |
| EVERCORE INC | CLASS A | 152 | $3,259,000 | 23,151 | 0.20 | 0.20 | 269 | 1.18 | 06-30-2021 |
| FIRST TR EXCHNG TRADED FD VI | VEST US BUFFER | 153 | $3,249,000 | 87,989 | 0.20 | 0.21 | 757 | 0.87 | 06-30-2021 |
| MDU RES GROUP INC | COM | 154 | $3,237,000 | 103,289 | 0.20 | 0.21 | 909 | 0.89 | 06-30-2021 |
