Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC WEALTH PARTNERS LTD | 12-31-2022 | 12-31-2022 | 262 | 538,325,228 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HENRY SCHEIN INC | COM | 151 | $2,228,081 | 27,325 | 0.00 | 27,325 | +Inf | 03-31-2023 | |
| AT&T INC | COM | 152 | $1,527,022 | 79,326 | 0.00 | 0.44 | -17,929 | -18.44 | 03-31-2023 |
| BAUSCH PLUS LOMB CORP | COMMON SHARES | 153 | $2,259,905 | 129,805 | 0.00 | 0.49 | -18,639 | -12.56 | 03-31-2023 |
| ALBERTSONS COS INC | COMMON STOCK | 154 | $1,471,785 | 70,827 | 0.00 | 70,827 | +Inf | 03-31-2023 |
