Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVIDIAN WEALTH SOLUTIONS LLC | 02-06-2024 | 12-31-2023 | 416 | 1,625,586,508 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TELLURIAN INC NEW | COM | 751 | $104,595 | 138,426 | 0.00 | 0.00 | 99,626 | 256.77 | 12-31-2023 |
| MEDICAL PPTYS TRUST INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 100 | 0.62 | 12-31-2023 |
| FS CREDIT OPPORTUNITIES CORP | COMMON STOCK | 753 | $85,475 | 15,075 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SOUTHWESTERN ENERGY CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
