Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC WEALTH PARTNERS LTD | 12-31-2022 | 12-31-2022 | 262 | 538,325,228 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WASTE MGMT INC DEL | COM | 201 | $1,032,189 | 6,326 | 0.00 | 0.14 | 2,107 | 49.94 | 03-31-2023 |
| JOHNSON & JOHNSON | COM | 202 | $796,663 | 5,140 | 0.00 | 0.18 | 369 | 7.73 | 03-31-2023 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 203 | $1,308,336 | 26,000 | 0.00 | 0.26 | 2,255 | 9.50 | 03-31-2023 |
| ABBOTT LABS | COM | 204 | $845,732 | 8,352 | 0.00 | 0.18 | 568 | 7.30 | 03-31-2023 |
