Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSPIRE ADVISORS LLC | 02-06-2024 | 12-31-2023 | 644 | 7,039,581,038 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DNP SELECT INCOME FD INC | COM | 951 | $177,691 | 20,954 | 0.00 | 0.00 | 90 | 0.43 | 12-31-2023 |
| DYNEX CAP INC | COM | 952 | $175,268 | 13,999 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SWEETGREEN INC | COM CL A | 953 | $168,506 | 14,912 | 0.00 | 0.00 | 800 | 5.67 | 12-31-2023 |
| FULL HSE RESORTS INC | COM | 954 | $161,100 | 30,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
