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
SPX TECHNOLOGIES INC COM 10601 $4,949 49 0.00 0.00 4 8.89 12-31-2023
DUCOMMUN INC DEL COM 10602 $4,946 95 0.00 0.00 0 0.00 12-31-2023
ABRDN GLOBAL DYNAMIC DIVIDEN COM 10603 $4,941 529 0.00 0.00 0 0.00 12-31-2023
GORMAN RUPP CO COM Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
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