Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAUREL WEALTH ADVISORS INC | 02-14-2023 | 12-31-2022 | 641 | 1,014,176,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN CALIF MUN ADVANTAGE FD COM | CEF | 1351 | $216,000 | 19,491 | 0.02 | 19,491 | +Inf | 12-31-2022 | |
| ROYAL BANK OF CANADA | Stock | 1352 | $215,000 | 2,284 | 0.02 | 2,284 | +Inf | 12-31-2022 | |
| BECTON DICKINSON & CO COM | Stock | 1353 | $215,000 | 847 | 0.02 | 847 | +Inf | 12-31-2022 | |
| IQ MACKAY MUNICIPAL INSURED ETF | ETF | 1354 | $215,000 | 9,062 | 0.02 | 0.02 | 0 | 0.00 | 12-31-2022 |
