Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHPLAN PARTNERS LLC | 07-26-2023 | 06-30-2023 | 2516 | 707,018,427 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Lightwave Logic Inc | Stock/ETF | 1751 | $774 | 111 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| Transcat Inc | Stock/ETF | 1752 | $768 | 9 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| iShares GSCI Commodity Dynamic Roll Strategy ETF | Stock/ETF | 1753 | $753 | 29 | 0.00 | 0.00 | -1,695 | -98.32 | 06-30-2023 |
| SPDR S&P 600 Small Cap Growth | Stock/ETF | 1754 | $693 | 9 | 0.00 | 0.00 | -8 | -47.06 | 06-30-2023 |
