Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JW COLE ADVISORS INC | 01-30-2024 | 12-31-2023 | 816 | 1,707,554,294 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| REGENERON PHARMACEUTICALS | COM | 451 | $690,336 | 786 | 0.00 | 0.00 | 6 | 0.77 | 12-31-2023 |
| STARBUCKS CORP | COM | 452 | $687,365 | 7,159 | 0.00 | 0.00 | 901 | 14.40 | 12-31-2023 |
| EMERSON ELEC CO | COM | 453 | $686,932 | 7,058 | 0.00 | 0.00 | 2,470 | 53.84 | 12-31-2023 |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 454 | $686,697 | 17,141 | 0.00 | 17,141 | +Inf | 12-31-2023 |
