Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSOURCE PARTNERS LLC | 05-15-2023 | 03-31-2023 | 494 | 1,478,659,153 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | EXPND TEC SC ETF | 251 | $855,765 | 2,522 | 0.00 | 2,522 | +Inf | 03-31-2023 | |
| PHILIP MORRIS INTL INC | COM | 252 | $837,184 | 8,609 | 0.00 | 0.10 | -3,576 | -29.35 | 03-31-2023 |
| ISHARES TR | U.S. ENERGY ETF | 253 | $836,150 | 19,112 | 0.00 | 0.85 | -325,782 | -94.46 | 03-31-2023 |
| FIRST TR EXCHANGE TRADED FD | FINLS ALPHADEX | 254 | $833,392 | 22,325 | 0.00 | 0.04 | 12,450 | 126.08 | 03-31-2023 |
