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 |
|---|---|---|---|---|---|---|---|---|---|
| NEXPOINT RESIDENTIAL TR INC | COM | 2301 | $7,186 | 158 | 0.00 | 0.00 | 130 | 464.29 | 06-30-2023 |
| FIRST TR EXCHANGE-TRADED FD | NAS CLNEDG GREEN | 2302 | $7,163 | 140 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| AEROVIRONMENT INC | COM | 2303 | $7,160 | 70 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| BRIGHTHOUSE FINL INC | COM | 2304 | $7,103 | 150 | 0.00 | 0.00 | -48 | -24.24 | 06-30-2023 |
