Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEY FINANCIAL INC | 05-01-2024 | 03-31-2024 | 1307 | 365,854,463 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LTC PPTYS INC | COM | 1351 | $2,152 | 67 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GLADSTONE CAPITAL CORP | COM | 1352 | $2,140 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US EQT ETF | 1353 | $2,120 | 26 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CAPRI HOLDINGS LIMITED | SHS | Liquidated | $0 | 0 | 0.00 | 40 | +Inf | 12-31-2023 |
