Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BDO WEALTH ADVISORS LLC | 08-01-2023 | 06-30-2023 | 980 | 871,874,810 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PENTAIR PLC | SHS | 1451 | $969 | 15 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| APPIAN CORP | CL A | 1452 | $952 | 20 | 0.00 | 20 | +Inf | 06-30-2023 | |
| VANECK ETF TRUST | INTRMDT MUNI ETF | 1453 | $902 | 20 | 0.00 | 0.00 | 1 | 5.26 | 06-30-2023 |
| NYMOX PHARMACEUTICAL CORP | COM | 1454 | $893 | 4,700 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
