Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHPLAN PARTNERS LLC | 07-26-2023 | 06-30-2023 | 2516 | 707,018,427 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Cousins Properties Inc | Stock/ETF | 1251 | $12,722 | 558 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Manulife Financial Corp | Stock/ETF | 1252 | $12,632 | 668 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Rayonier Inc | Stock/ETF | 1253 | $12,560 | 400 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Magellan Midstream Partners LP | Stock/ETF | 1254 | $12,464 | 200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
