Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEWARD PARTNERS INVESTMENT ADVISORY LLC | 02-12-2024 | 12-31-2023 | 3491 | 7,395,586,585 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | DIV RTN INT EQ | 1351 | $1,144,142 | 21,063 | 0.00 | 0.00 | 831 | 4.11 | 12-31-2023 |
| RAPID7 INC | COM | 1352 | $1,142,171 | 20,003 | 0.00 | 0.00 | -71 | -0.35 | 12-31-2023 |
| PNC FINL SVCS GROUP INC | COM | 1353 | $1,140,252 | 7,364 | 0.00 | 0.00 | 645 | 9.60 | 12-31-2023 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 1354 | $1,139,126 | 11,484 | 0.00 | 0.00 | 402 | 3.63 | 12-31-2023 |
