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 |
|---|---|---|---|---|---|---|---|---|---|
| FIGS INC | CL A | 8451 | $16,993 | 2,445 | 0.00 | 0.00 | -556 | -18.53 | 12-31-2023 |
| AGILYSYS INC | COM | 8452 | $16,964 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | 8453 | $16,939 | 490 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ANGEL OAK FINL STRATEGIES IN | COM BEN INT | 8454 | $16,876 | 1,417 | 0.00 | 0.00 | 1,231 | 661.83 | 12-31-2023 |
