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
KOSMOS ENERGY LTD COM Liquidated $0 0 0.00 0.00 2,150 91.49 12-31-2023
INGREDION INC COM 6402 $36,792 339 0.00 0.00 16 4.95 12-31-2023
PENUMBRA INC COM 6403 $36,473 145 0.00 0.00 0 0.00 12-31-2023
LTC PPTYS INC COM 6404 $36,384 1,133 0.00 0.00 7 0.62 12-31-2023
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