Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TAYLOR HOFFMAN WEALTH MANAGEMENT | 02-08-2024 | 12-31-2023 | 108 | 221,598,803 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $18,955,673 | 98,456 | 0.01 | 0.01 | -1,863 | -1.86 | 12-31-2023 |
| ARISTA NETWORKS INC | COM | 2 | $8,524,284 | 36,195 | 0.00 | 0.00 | -1,422 | -3.78 | 12-31-2023 |
| META PLATFORMS INC | CL A | 3 | $7,328,034 | 20,703 | 0.00 | 0.00 | 155 | 0.75 | 12-31-2023 |
| APPLIED MATLS INC | COM | 4 | $7,232,050 | 44,623 | 0.00 | 0.00 | 495 | 1.12 | 12-31-2023 |
