Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRAGG FINANCIAL ADVISORS INC | 11-14-2023 | 09-30-2023 | 313 | 1,893,817,580 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ENSTAR GROUP LIMITED | SHS | 101 | $7,506,114 | 31,017 | 0.00 | 0.00 | 10,928 | 54.40 | 09-30-2023 |
| ALPHABET INC | CAP STK CL A | 102 | $7,209,176 | 55,091 | 0.00 | 0.00 | -504 | -0.91 | 09-30-2023 |
| LOWES COS INC | COM | 103 | $6,862,314 | 33,017 | 0.00 | 0.00 | -467 | -1.39 | 09-30-2023 |
| ISHARES TR | NATIONAL MUN ETF | 104 | $6,668,587 | 65,034 | 0.00 | 0.00 | 1,157 | 1.81 | 09-30-2023 |
