Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HARVEST GROUP WEALTH MANAGEMENT LLC | 04-28-2023 | 03-31-2023 | 192 | 160,941,208 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CROWN HLDGS INC COM | Stock | 101 | $7,940 | 96 | 0.00 | 0.01 | 5 | 5.49 | 03-31-2023 |
| ORANGE SPONSORED ADR | ADR | 102 | $7,063 | 592 | 0.00 | 0.00 | 177 | 42.65 | 03-31-2023 |
| KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | ADR | 103 | $6,936 | 378 | 0.00 | 0.00 | 153 | 68.00 | 03-31-2023 |
| RELX PLC SPONSORED ADR | ADR | 104 | $5,093 | 157 | 0.00 | 0.00 | -21 | -11.80 | 03-31-2023 |
