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 |
|---|---|---|---|---|---|---|---|---|---|
| COGNEX CORP | COM | 2501 | $311,653 | 7,467 | 0.00 | 0.00 | 2,995 | 66.97 | 12-31-2023 |
| VANGUARD WORLD FD | ESG US STK ETF | 2502 | $311,239 | 3,659 | 0.00 | 0.00 | -131 | -3.46 | 12-31-2023 |
| PARAMOUNT GLOBAL | 5.75% CONV PFD A | 2503 | $309,186 | 16,534 | 0.00 | 0.00 | 12,534 | 313.35 | 12-31-2023 |
| KNIFE RIVER CORP | COMMON STOCK | 2504 | $308,399 | 4,660 | 0.00 | 0.00 | -1,375 | -22.78 | 12-31-2023 |
