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 |
|---|---|---|---|---|---|---|---|---|---|
| WASTE MGMT INC DEL | COM | 301 | $642,023 | 3,935 | 0.00 | 0.07 | -1,307 | -24.93 | 03-31-2023 |
| ISHARES INC | EM MKTS DIV ETF | 302 | $641,132 | 26,126 | 0.00 | 0.02 | 19,976 | 324.81 | 03-31-2023 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 303 | $633,718 | 20,150 | 0.00 | 20,150 | +Inf | 03-31-2023 | |
| CORTEVA INC | COM | 304 | $629,370 | 10,436 | 0.00 | 0.06 | -6,469 | -38.27 | 03-31-2023 |
