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 |
|---|---|---|---|---|---|---|---|---|---|
| EBAY INC. | COM | 551 | $42,545 | 952 | 0.00 | 0.00 | 305 | 47.14 | 06-30-2023 |
| FIRST TR EXCHANGE-TRADED FD | NAS CLNEDG GREEN | 552 | $42,520 | 831 | 0.00 | 0.00 | 2 | 0.24 | 06-30-2023 |
| BROOKDALE SR LIVING INC | COM | 553 | $42,200 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| GALLAGHER ARTHUR J & CO | COM | 554 | $42,158 | 192 | 0.00 | 0.00 | 10 | 5.49 | 06-30-2023 |
