Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CYPRESS WEALTH SERVICES LLC | 10-13-2023 | 09-30-2023 | 240 | 360,747,731 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | 251 | $308,655 | 10,018 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| BANK AMERICA CORP | COM | 252 | $307,158 | 11,218 | 0.00 | 0.00 | 117 | 1.05 | 09-30-2023 |
| GOLDMAN SACHS GROUP INC | COM | 253 | $307,093 | 949 | 0.00 | 0.00 | 28 | 3.04 | 09-30-2023 |
| TJX COS INC NEW | COM | 254 | $306,237 | 3,446 | 0.00 | 0.00 | 214 | 6.62 | 09-30-2023 |
