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 |
|---|---|---|---|---|---|---|---|---|---|
| RBC BEARINGS INC | 5% CNV PFD SR A | 7451 | $25,962 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TWILIO INC | CL A | 7452 | $25,948 | 342 | 0.00 | 0.00 | 45 | 15.15 | 12-31-2023 |
| TIDAL ETF TR | SP FDS S&P 500 | 7453 | $25,924 | 758 | 0.00 | 758 | +Inf | 12-31-2023 | |
| BOISE CASCADE CO DEL | COM | 7454 | $25,872 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
