Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
STEWARD PARTNERS INVESTMENT ADVISORY LLC 02-12-2024 12-31-2023 3491 7,395,586,585
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
AUTOLIV INC COM 6201 $40,991 372 0.00 0.00 0 0.00 12-31-2023
MATCH GROUP INC NEW COM 6202 $40,990 1,123 0.00 0.00 3 0.27 12-31-2023
ACUITY BRANDS INC COM 6203 $40,966 200 0.00 0.00 -100 -33.33 12-31-2023
NORTHFIELD BANCORP INC DEL COM 6204 $40,759 3,240 0.00 0.00 0 0.00 12-31-2023
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