Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
TOTH FINANCIAL ADVISORY CORP 04-16-2024 03-31-2024 719 798,936,126
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES INC CORE MSCI EMKT Liquidated $0 0 0.00 0.00 -172 -86.00 03-31-2024
NOVO-NORDISK A S ADR 1352 $1,413 11 0.00 11 +Inf 03-31-2024
BIOXCEL THERAPEUTICS INC COM 1353 $1,410 500 0.00 0.00 0 0.00 03-31-2024
ISHARES TR PFD AND INCM SEC Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
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