Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEY FINANCIAL INC | 05-01-2024 | 03-31-2024 | 1307 | 365,854,463 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| RBB FD INC | MOTLEY FOOL SML | 1551 | $460 | 15 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| XILIO THERAPEUTICS INC | COM | 1552 | $456 | 830 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ROYCE VALUE TR INC | COM | 1553 | $451 | 31 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 1554 | $447 | 6 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
