Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HCR WEALTH ADVISORS | 02-09-2024 | 12-31-2023 | 205 | 633,080,445 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BANK AMERICA CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,593 | -8.23 | 12-31-2023 |
| FREEPORT-MCMORAN INC | CL B | Liquidated | $0 | 0 | 0.00 | 0.00 | -16,556 | -30.58 | 12-31-2023 |
| Allstate Corp | Common Stock | 153 | $1,388,461 | 9,919 | 0.00 | 9,919 | +Inf | 12-31-2023 | |
| ALPS ETF TR | ALERIAN MLP | Liquidated | $0 | 0 | 0.00 | 0.00 | -8,437 | -20.49 | 12-31-2023 |
