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 |
|---|---|---|---|---|---|---|---|---|---|
| METLIFE INC | COM | 951 | $2,095,537 | 31,688 | 0.00 | 0.00 | 252 | 0.80 | 12-31-2023 |
| BROWN & BROWN INC | COM | 952 | $2,084,298 | 29,311 | 0.00 | 0.00 | 2,406 | 8.94 | 12-31-2023 |
| VANECK ETF TRUST | GOLD MINERS ETF | 953 | $2,081,892 | 67,136 | 0.00 | 0.00 | 2,133 | 3.28 | 12-31-2023 |
| PPG INDS INC | COM | 954 | $2,078,227 | 13,897 | 0.00 | 0.00 | 528 | 3.95 | 12-31-2023 |
