Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAUREL WEALTH ADVISORS INC | 02-14-2023 | 12-31-2022 | 641 | 1,014,176,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | 10+ YR INVST GRD | 1251 | $241,000 | 4,844 | 0.02 | 0.02 | 324 | 7.17 | 12-31-2022 |
| VEEVA SYSTEMS INC COM CL A | Stock | 1252 | $239,000 | 1,480 | 0.02 | 0.03 | 0 | 0.00 | 12-31-2022 |
| ROLLINS INC COM | Stock | 1253 | $239,000 | 6,530 | 0.02 | 6,530 | +Inf | 12-31-2022 | |
| VITAL ENERGY INC COM | Stock | 1254 | $238,000 | 4,620 | 0.02 | 0.03 | 400 | 9.48 | 12-31-2022 |
