Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL ADVISORS NETWORK INC | 02-01-2023 | 12-31-2022 | 129 | 377,643,714 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PAYCHEX INC | COM | 101 | $382,083 | 3,306 | 0.00 | 0.11 | -22 | -0.66 | 12-31-2022 |
| CONSOLIDATED EDISON INC | COM | 102 | $379,906 | 3,986 | 0.00 | 3,986 | +Inf | 12-31-2022 | |
| BOEING CO | COM | 103 | $368,598 | 1,935 | 0.00 | 0.09 | -27 | -1.38 | 12-31-2022 |
| 3M CO | COM | 104 | $366,680 | 3,058 | 0.00 | 0.06 | 1,358 | 79.88 | 12-31-2022 |
