Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEWARD PARTNERS INVESTMENT ADVISORY LLC | 02-12-2024 | 12-31-2023 | 3491 | 7,395,586,585 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ARDMORE SHIPPING CORP | COM | 10301 | $5,988 | 425 | 0.00 | 425 | +Inf | 12-31-2023 | |
| INTREPID POTASH INC | COM | 10302 | $5,973 | 250 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GLOBAL X FDS | CLEANTECH ETF | 10303 | $5,948 | 550 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| OLD NATL BANCORP IND | COM | 10304 | $5,945 | 352 | 0.00 | 0.00 | 300 | 576.92 | 12-31-2023 |
