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
KORU MEDICAL SYSTEMS INC COM 11251 $2,013 820 0.00 0.00 0 0.00 12-31-2023
REGENCY CTRS CORP COM 11252 $2,010 30 0.00 0.00 9 42.86 12-31-2023
QUANTUM SI INC COM CL A 11253 $2,010 1,000 0.00 0.00 0 0.00 12-31-2023
ETF MANAGERS TR PRIME JUNIR SLVR 11254 $2,008 201 0.00 0.00 0 0.00 12-31-2023
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