Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ATLANTIC UNION BANKSHARES CORP | 04-15-2024 | 03-31-2024 | 469 | 1,186,895,491 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 101 | $5,451,200 | 12,963 | 0.00 | 0.00 | 1,101 | 9.28 | 03-31-2024 |
| HONEYWELL INTL INC COM | Stock | 102 | $5,101,283 | 24,854 | 0.00 | 0.00 | -825 | -3.21 | 03-31-2024 |
| SCHWAB US DIVIDEND EQUITY ETF | ETF | 103 | $5,046,067 | 62,583 | 0.00 | 0.00 | -2,077 | -3.21 | 03-31-2024 |
| STEEL DYNAMICS INC COM | Stock | 104 | $5,039,820 | 34,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
