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
NANO X IMAGING LTD ORD SHS 10401 $5,096 800 0.00 0.00 -700 -46.67 12-31-2023
EVERI HLDGS INC COM 10402 $5,072 450 0.00 0.00 0 0.00 12-31-2023
COMPASS MINERALS INTL INC COM 10403 $5,064 200 0.00 0.00 0 0.00 12-31-2023
RADIAN GROUP INC COM 10404 $5,025 176 0.00 0.00 0 0.00 12-31-2023
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