Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALLWORTH FINANCIAL LP | 07-18-2023 | 06-30-2023 | 3579 | 11,792,903,464 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPS ETF TR | ALERIAN MLP | 2251 | $8,156 | 208 | 0.00 | 0.00 | 117 | 128.57 | 06-30-2023 |
| BANK OZK LITTLE ROCK ARK | COM | 2252 | $8,152 | 203 | 0.00 | 0.00 | 193 | 1930.00 | 06-30-2023 |
| ISHARES TR | GLOB HLTHCRE ETF | 2253 | $8,135 | 96 | 0.00 | 0.00 | 1 | 1.05 | 06-30-2023 |
| URBAN OUTFITTERS INC | COM | 2254 | $8,051 | 243 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
