Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOWELL FINANCIAL SERVICES LLC | 05-03-2024 | 03-31-2024 | 544 | 2,119,995,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HANCOCK JOHN PFD INCOME FD I | Stock | 1151 | $756,000 | 48,846 | 0.00 | 0.00 | -6,492 | -11.73 | 03-31-2024 |
| HANCOCK JOHN PFD INCOME FD I | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 148 | 0.27 | 12-31-2023 |
| EXELON CORP | COM | 1153 | $742,000 | 19,760 | 0.00 | 0.00 | 571 | 2.98 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 1154 | $738,000 | 16,036 | 0.00 | 0.00 | -4,047 | -20.15 | 03-31-2024 |
