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 |
|---|---|---|---|---|---|---|---|---|---|
| STARBUCKS CORP | COM | 601 | $253,530 | 2,435 | 0.00 | 0.04 | -1,282 | -34.49 | 03-31-2023 |
| GLOBAL X FDS | GLOBAL X COPPER | 602 | $252,583 | 6,525 | 0.00 | 0.05 | -9,825 | -60.09 | 03-31-2023 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 603 | $251,800 | 3,442 | 0.00 | 3,442 | +Inf | 03-31-2023 | |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 MUNI | 604 | $251,000 | 10,000 | 0.00 | 10,000 | +Inf | 03-31-2023 |
