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 |
|---|---|---|---|---|---|---|---|---|---|
| BLOOMIN BRANDS INC | COM | 951 | $8,067 | 300 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| MATTEL INC | COM | 952 | $8,012 | 410 | 0.00 | 0.00 | 250 | 156.25 | 06-30-2023 |
| MOSAIC CO NEW | COM | 953 | $7,875 | 225 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| APOLLO COML REAL EST FIN INC | COM | 954 | $7,743 | 684 | 0.00 | 0.00 | -3,300 | -82.83 | 06-30-2023 |
