Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSOURCE PARTNERS LLC | 05-15-2023 | 03-31-2023 | 494 | 1,478,659,153 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DUKE ENERGY CORP NEW | COM NEW | 501 | $350,829 | 3,637 | 0.00 | 0.04 | -532 | -12.76 | 03-31-2023 |
| FEDEX CORP | COM | 502 | $350,551 | 1,534 | 0.00 | 0.03 | -79 | -4.90 | 03-31-2023 |
| PHILLIPS 66 | COM | 503 | $348,457 | 3,437 | 0.00 | 0.05 | -5,128 | -59.87 | 03-31-2023 |
| PROGRESSIVE CORP | COM | 504 | $346,496 | 2,422 | 0.00 | 2,422 | +Inf | 03-31-2023 |
