Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BDO WEALTH ADVISORS LLC | 08-01-2023 | 06-30-2023 | 980 | 871,874,810 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COMERICA INC | COM | 1151 | $3,432 | 81 | 0.00 | 0.00 | 70 | 636.36 | 06-30-2023 |
| NUTRIEN LTD | COM | 1152 | $3,366 | 57 | 0.00 | 57 | +Inf | 06-30-2023 | |
| AMERESCO INC | CL A | 1153 | $3,356 | 69 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| GLOBALSTAR INC | COM | 1154 | $3,348 | 3,100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
