Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BDO WEALTH ADVISORS LLC | 08-01-2023 | 06-30-2023 | 980 | 871,874,810 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHSTATE CORPORATION | COM | 401 | $93,963 | 1,428 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| BLOCK INC | CL A | 402 | $91,734 | 1,378 | 0.00 | 0.00 | 55 | 4.16 | 06-30-2023 |
| MODERNA INC | COM | 403 | $90,518 | 745 | 0.00 | 0.00 | -25 | -3.25 | 06-30-2023 |
| LUMIRADX LTD | SHS | 404 | $89,386 | 186,220 | 0.00 | 0.00 | 24,900 | 15.44 | 06-30-2023 |
