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
SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 8301 $17,979 300 0.00 0.00 -304 -50.33 12-31-2023
METROPOLITAN BK HLDG CORP COM 8302 $17,943 324 0.00 324 +Inf 12-31-2023
SIGA TECHNOLOGIES INC COM 8303 $17,920 3,200 0.00 0.00 0 0.00 12-31-2023
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