Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEWARD PARTNERS INVESTMENT ADVISORY LLC | 02-12-2024 | 12-31-2023 | 3491 | 7,395,586,585 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PAR TECHNOLOGY CORP | COM | 2451 | $326,202 | 7,492 | 0.00 | 0.00 | 146 | 1.99 | 12-31-2023 |
| EQUINOR ASA | SPONSORED ADR | 2452 | $325,955 | 10,302 | 0.00 | 0.00 | -160 | -1.53 | 12-31-2023 |
| JPMORGAN CHASE & CO | ALERIAN ML ETN | 2453 | $325,014 | 12,816 | 0.00 | 0.00 | 796 | 6.62 | 12-31-2023 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 2454 | $324,881 | 4,301 | 0.00 | 0.00 | -361 | -7.74 | 12-31-2023 |
