Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORVIS MAZARS WEALTH ADVISORS LLC | 08-09-2024 | 06-30-2024 | 399 | 4,006,578,917 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBOTT LABS | COM | 151 | $2,256,446 | 21,715 | 0.00 | 0.00 | 8,264 | 61.44 | 06-30-2024 |
| INTUIT | COM | 152 | $2,251,022 | 3,425 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| LABCORP HOLDINGS INC | COM SHS | 153 | $2,239,628 | 11,005 | 0.00 | 11,005 | +Inf | 06-30-2024 | |
| PFIZER INC | COM | 154 | $2,228,686 | 79,653 | 0.00 | 0.00 | -18,974 | -19.24 | 06-30-2024 |
