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
EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 651 $222,054 4,058 0.00 0.02 -51 -1.24 03-31-2023
ONEMAIN HLDGS INC COM 652 $221,183 5,965 0.00 0.03 667 12.59 03-31-2023
DEVON ENERGY CORP NEW COM 653 $220,184 4,351 0.00 4,351 +Inf 03-31-2023
ALLSTATE CORP COM 654 $219,200 1,978 0.00 0.03 -546 -21.63 03-31-2023
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