Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KOVACK ADVISORS INC | 04-19-2024 | 03-31-2024 | 472 | 825,871,750 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 1501 | $214,737 | 1,190 | 0.00 | 1,190 | +Inf | 03-31-2024 | |
| THE CIGNA GROUP | COM | 1502 | $213,873 | 589 | 0.00 | 589 | +Inf | 03-31-2024 | |
| BRITISH AMERN TOB PLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | -707 | -9.41 | 12-31-2023 |
| SUNOCO LP/SUNOCO FIN CORP | COM UT REP LP | Liquidated | $0 | 0 | 0.00 | 3,564 | +Inf | 03-31-2024 |
