Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTH ALLIANCE | 05-10-2024 | 03-31-2024 | 516 | 762,290,984 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ULTA BEAUTY INC | COM | 551 | $446,017 | 853 | 0.00 | 0.00 | -580 | -40.47 | 03-31-2024 |
| BRT APARTMENTS CORP | COM | 552 | $444,620 | 26,465 | 0.00 | 0.00 | 6,344 | 31.53 | 03-31-2024 |
| SPDR GOLD TR | GOLD SHS | 553 | $444,561 | 2,161 | 0.00 | 0.00 | 25 | 1.17 | 03-31-2024 |
| THOR INDS INC | COM | 554 | $441,651 | 3,764 | 0.00 | 0.00 | -29 | -0.76 | 03-31-2024 |
