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 |
|---|---|---|---|---|---|---|---|---|---|
| THE REAL BROKERAGE INC | COM NEW | 6701 | $32,000 | 20,000 | 0.00 | 0.00 | 5,000 | 33.33 | 12-31-2023 |
| FLAHERTY & CRUMRINE DYNAMIC | SHS | 6702 | $31,950 | 1,800 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ETSY INC | COM | 6703 | $31,934 | 394 | 0.00 | 0.00 | -1,112 | -73.84 | 12-31-2023 |
| PROSPERITY BANCSHARES INC | COM | 6704 | $31,833 | 470 | 0.00 | 0.00 | 60 | 14.63 | 12-31-2023 |
