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 |
|---|---|---|---|---|---|---|---|---|---|
| WASTE MGMT INC DEL | COM | 301 | $362,038 | 1,697 | 0.00 | 0.00 | 223 | 15.13 | 06-30-2024 |
| VANGUARD WORLD FD | FINANCIALS ETF | 302 | $352,377 | 3,528 | 0.00 | 0.00 | -30 | -0.84 | 06-30-2024 |
| MARATHON PETE CORP | COM | 303 | $348,175 | 2,007 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | PFD AND INCM SEC | 304 | $347,050 | 11,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
