Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MARSHALL FINANCIAL GROUP LLC 07-19-2024 06-30-2024 169 357,510,117
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
PAYCOM SOFTWARE INC COM Liquidated $0 0 0.00 0.00 514 16.94 06-30-2024
INVESCO EXCH TRADED FD TR II S&P 500 REVENUE 202 $696,916 7,524 0.00 0.00 587 8.46 06-30-2024
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 203 $617,582 3,513 0.00 0.00 0 0.00 06-30-2024
PHILIP MORRIS INTL INC COM 204 $615,580 6,075 0.00 6,075 +Inf 06-30-2024
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