Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REGISTER FINANCIAL ADVISORS LLC | 04-15-2024 | 03-31-2024 | 743 | 192,747,721 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 1 | $6,031,310 | 17,523 | 0.00 | 0.00 | 387 | 2.26 | 03-31-2024 |
| APPLE INC | COM | 2 | $5,695,153 | 33,212 | 0.00 | 0.00 | 2,398 | 7.78 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 3 | $5,625,217 | 34,540 | 0.00 | 0.00 | 1,302 | 3.92 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $5,157,382 | 12,258 | 0.00 | 0.00 | 2,388 | 24.19 | 03-31-2024 |
