Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HARVEST GROUP WEALTH MANAGEMENT LLC | 04-28-2023 | 03-31-2023 | 192 | 160,941,208 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WIX COM LTD SHS | Stock | 201 | $998 | 10 | 0.00 | 0.00 | 3 | 42.86 | 03-31-2023 |
| SEAWORLD ENTMT INC COM | Stock | 202 | $981 | 16 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| BJS WHSL CLUB HLDGS INC COM | Stock | 203 | $913 | 12 | 0.00 | 0.00 | -14 | -53.85 | 03-31-2023 |
| ATRICURE INC COM | Stock | 204 | $912 | 22 | 0.00 | 0.00 | 6 | 37.50 | 03-31-2023 |
