Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORE WEALTH ADVISORS INC | 11-13-2023 | 09-30-2023 | 239 | 244,439,106 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHSTATE CORPORATION | COM | 401 | $1,011 | 15 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| KAYNE ANDERSON ENERGY INFRST | COM | 402 | $841 | 100 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| ARM HOLDINGS PLC | SPONSORED ADR | 403 | $589 | 11 | 0.00 | 11 | +Inf | 09-30-2023 | |
| MARATHON OIL CORP | COM | 404 | $562 | 21 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
