Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JW COLE ADVISORS INC | 01-30-2024 | 12-31-2023 | 816 | 1,707,554,294 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EDWARDS LIFESCIENCES CORP | COM | 951 | $223,679 | 2,934 | 0.00 | 0.00 | -33 | -1.11 | 12-31-2023 |
| TWILIO INC | CL A | 952 | $223,437 | 2,945 | 0.00 | 0.00 | -4,550 | -60.71 | 12-31-2023 |
| HANCOCK JOHN FINL OPPTYS FD | SH BEN INT NEW | 953 | $222,826 | 7,408 | 0.00 | 7,408 | +Inf | 12-31-2023 | |
| FIRST TR EXCHANGE-TRADED FD | NAT GAS ETF | 954 | $222,707 | 9,169 | 0.00 | 9,169 | +Inf | 12-31-2023 |
