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 |
|---|---|---|---|---|---|---|---|---|---|
| CRANE NXT CO | COM | 10351 | $5,630 | 99 | 0.00 | 0.00 | -270 | -73.17 | 12-31-2023 |
| DIAMOND HILL INVT GROUP INC | COM NEW | 10352 | $5,630 | 34 | 0.00 | 0.00 | -185 | -84.47 | 12-31-2023 |
| CHUNGHWA TELECOM CO LTD | SPON ADR NEW11 | 10353 | $5,626 | 144 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AMERICAN CENTY ETF TR | AVANTIS | 10354 | $5,618 | 101 | 0.00 | 101 | +Inf | 12-31-2023 |
