Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEWARD PARTNERS INVESTMENT ADVISORY LLC | 02-12-2024 | 12-31-2023 | 3491 | 7,395,586,585 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PHILLIPS EDISON & CO INC | COMMON STOCK | 4951 | $66,211 | 1,815 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| RCM TECHNOLOGIES INC | COM NEW | 4952 | $66,211 | 2,280 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES INC | MSCI SWEDEN ETF | 4953 | $66,073 | 1,674 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| C3 AI INC | CL A | 4954 | $66,062 | 2,301 | 0.00 | 0.00 | 358 | 18.43 | 12-31-2023 |
