Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRAGG FINANCIAL ADVISORS INC | 08-14-2024 | 06-30-2024 | 315 | 2,240,639,667 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | CONSUM STP ETF | 251 | $612,136 | 3,015 | 0.00 | 0.00 | 36 | 1.21 | 06-30-2024 |
| 3M CO | COM | 252 | $605,211 | 5,922 | 0.00 | 0.00 | -238 | -3.86 | 06-30-2024 |
| NETFLIX INC | COM | 253 | $589,171 | 873 | 0.00 | 0.00 | 29 | 3.44 | 06-30-2024 |
| CROWDSTRIKE HLDGS INC | CL A | 254 | $565,206 | 1,475 | 0.00 | 0.00 | -254 | -14.69 | 06-30-2024 |
