Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARKADIOS WEALTH ADVISORS | 04-30-2024 | 03-31-2024 | 731 | 1,290,199,316 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| OFS CAP CORP COM | CEF | 501 | $420,073 | 42,303 | 0.00 | 0.00 | 21,970 | 108.05 | 03-31-2024 |
| NUCOR CORP COM | Stock | 502 | $419,362 | 2,119 | 0.00 | 0.00 | 26 | 1.24 | 03-31-2024 |
| KIMBERLY-CLARK CORP COM | Stock | 503 | $419,346 | 3,242 | 0.00 | 0.00 | 317 | 10.84 | 03-31-2024 |
| NEOGENOMICS INC COM NEW | Stock | 504 | $417,445 | 26,555 | 0.00 | 0.00 | 16 | 0.06 | 03-31-2024 |
