Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSOURCE PARTNERS LLC | 05-15-2023 | 03-31-2023 | 494 | 1,478,659,153 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES U S ETF TR | GSCI CMDTY STGY | 101 | $2,451,657 | 90,701 | 0.00 | 1.28 | -317,976 | -77.81 | 03-31-2023 |
| ISHARES TR | ESG AWR US AGRGT | 102 | $2,448,753 | 50,952 | 0.00 | 50,952 | +Inf | 03-31-2023 | |
| ALAMOS GOLD INC NEW | COM CL A | 103 | $2,402,302 | 196,427 | 0.00 | 0.05 | 117,396 | 148.54 | 03-31-2023 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 104 | $2,376,941 | 32,195 | 0.00 | 0.10 | 18,886 | 141.90 | 03-31-2023 |
