Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BDO WEALTH ADVISORS LLC | 08-01-2023 | 06-30-2023 | 980 | 871,874,810 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CSG SYS INTL INC | COM | 801 | $15,205 | 288 | 0.00 | 0.00 | 1 | 0.35 | 06-30-2023 |
| UTZ BRANDS INC | COM CL A | 802 | $15,133 | 925 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| AGF INVTS TR | US MARKET NETRL | 803 | $15,084 | 804 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| CLOUDFLARE INC | CL A COM | 804 | $15,036 | 230 | 0.00 | 0.00 | -105 | -31.34 | 06-30-2023 |
