Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BDO WEALTH ADVISORS LLC | 08-01-2023 | 06-30-2023 | 980 | 871,874,810 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CLEARBRIDGE MLP AND MIDSTRM | COM | 251 | $269,642 | 8,498 | 0.00 | 0.00 | -228 | -2.61 | 06-30-2023 |
| SOUTHERN CO | COM | 252 | $269,338 | 3,834 | 0.00 | 0.00 | 733 | 23.64 | 06-30-2023 |
| CAESARS ENTERTAINMENT INC NE | COM | 253 | $254,850 | 5,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| NUVEEN DOW 30 DYNMC OVERWRT | SHS | 254 | $252,584 | 17,901 | 0.00 | 0.00 | -598 | -3.23 | 06-30-2023 |
