Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HARVEST GROUP WEALTH MANAGEMENT LLC | 04-28-2023 | 03-31-2023 | 192 | 160,941,208 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APELLIS PHARMACEUTICALS INC COM | Stock | 151 | $1,979 | 30 | 0.00 | 0.00 | 22 | 275.00 | 03-31-2023 |
| HEICO CORP NEW COM | Stock | 152 | $1,881 | 11 | 0.00 | 0.00 | -2 | -15.38 | 03-31-2023 |
| NATERA INC COM | Stock | 153 | $1,832 | 33 | 0.00 | 0.00 | 6 | 22.22 | 03-31-2023 |
| STRATASYS LTD SHS | Stock | 154 | $1,769 | 107 | 0.00 | 0.00 | 33 | 44.59 | 03-31-2023 |
