Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JW COLE ADVISORS INC | 01-30-2024 | 12-31-2023 | 816 | 1,707,554,294 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SOTHERLY HOTELS INC | COM | 1151 | $79,939 | 53,650 | 0.00 | 0.00 | 8,050 | 17.65 | 12-31-2023 |
| PLUG POWER INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,083 | -16.92 | 12-31-2023 |
| CBRE GBL REAL ESTATE INC FD | COM | 1153 | $73,439 | 13,524 | 0.00 | 13,524 | +Inf | 12-31-2023 | |
| NUVEEN PFD & INCOME OPPORTUN | COM | 1154 | $70,363 | 10,408 | 0.00 | 10,408 | +Inf | 12-31-2023 |
