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 |
|---|---|---|---|---|---|---|---|---|---|
| M & T BK CORP | COM | 501 | $52,351 | 423 | 0.00 | 0.00 | 20 | 4.96 | 06-30-2023 |
| XCEL ENERGY INC | COM | 502 | $52,279 | 841 | 0.00 | 0.00 | 100 | 13.50 | 06-30-2023 |
| AFLAC INC | COM | 503 | $51,918 | 744 | 0.00 | 0.00 | 371 | 99.46 | 06-30-2023 |
| TOLL BROTHERS INC | COM | 504 | $51,001 | 645 | 0.00 | 0.00 | 295 | 84.29 | 06-30-2023 |
