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 |
|---|---|---|---|---|---|---|---|---|---|
| FIDUS INVT CORP | COM | 351 | $253,455 | 13,011 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CHUBB LIMITED | COM | 352 | $253,295 | 993 | 0.00 | 0.00 | -10 | -1.00 | 06-30-2024 |
| DIREXION SHS ETF TR | DLY FIN BULL NEW | 353 | $252,475 | 2,500 | 0.00 | 2,500 | +Inf | 06-30-2024 | |
| MASTEC INC | COM | 354 | $252,283 | 2,358 | 0.00 | 0.00 | -1,200 | -33.73 | 06-30-2024 |
