Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISOR OS LLC | 04-22-2023 | 03-31-2023 | 1231 | 416,594,950 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KINDER MORGAN INC DEL | COM | 201 | $565,810 | 32,314 | 0.00 | 0.10 | 2,758 | 9.33 | 03-31-2023 |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 202 | $561,393 | 11,725 | 0.00 | 11,725 | +Inf | 03-31-2023 | |
| ROLLINS INC | COM | 203 | $559,932 | 14,919 | 0.00 | 0.07 | 4,601 | 44.59 | 03-31-2023 |
| WALMART INC | COM | 204 | $558,804 | 3,790 | 0.00 | 0.10 | 252 | 7.12 | 03-31-2023 |
