Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTEGRATED WEALTH CONCEPTS LLC | 02-13-2024 | 12-31-2023 | 1590 | 6,104,120,731 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SNAP ON | Common Stock | 551 | $1,850,704 | 6,407 | 0.00 | 0.00 | 347 | 5.73 | 12-31-2023 |
| AON PLC | Common Stock | 552 | $1,843,448 | 6,334 | 0.00 | 0.00 | 1,010 | 18.97 | 12-31-2023 |
| INDEPENDENT BANK | Common Stock | 553 | $1,837,477 | 27,921 | 0.00 | 27,921 | +Inf | 12-31-2023 | |
| CENTRAL SECS CORP | Common Stock | 554 | $1,837,135 | 48,640 | 0.00 | 0.00 | -7,555 | -13.44 | 12-31-2023 |
