Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TOTAL CLARITY WEALTH MANAGEMENT INC | 07-24-2023 | 06-30-2023 | 212 | 201,497,288 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTERFACE INC | COM | 351 | $170,763 | 19,427 | 0.00 | 0.00 | -61,617 | -76.03 | 06-30-2023 |
| INOZYME PHARMA INC | COM | 352 | $168,771 | 30,300 | 0.00 | 30,300 | +Inf | 06-30-2023 | |
| ENERGY TRANSFER L P | COM UT LTD PTN | 353 | $162,372 | 12,785 | 0.00 | 0.00 | 1,049 | 8.94 | 06-30-2023 |
| BLACKROCK MUNIYIELD PA QLTY | COM | 354 | $140,280 | 12,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
