Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ENDURANCE WEALTH MANAGEMENT INC | 08-08-2023 | 06-30-2023 | 775 | 731,084,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| M & T BK CORP COM | Stock | 601 | $10,000 | 85 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| EQUITRANS MIDSTREAM CORP COM | Stock | 602 | $10,000 | 1,004 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| ELEMENT SOLUTIONS INC COM | Stock | 603 | $10,000 | 500 | 0.00 | 500 | +Inf | 06-30-2023 | |
| ATRECA INC CL A COM | Stock | 604 | $10,000 | 10,600 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
