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 |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | COM | 551 | $301,616 | 922 | 0.00 | 0.03 | 5 | 0.55 | 03-31-2023 |
| XCEL ENERGY INC | COM | 552 | $296,042 | 4,390 | 0.00 | 0.02 | 1,029 | 30.62 | 03-31-2023 |
| AGILENT TECHNOLOGIES INC | COM | 553 | $293,004 | 2,118 | 0.00 | 0.02 | 581 | 37.80 | 03-31-2023 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 554 | $289,712 | 5,080 | 0.00 | 5,080 | +Inf | 03-31-2023 |
