Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HERITAGE WEALTH ADVISORS | 05-08-2024 | 03-31-2024 | 551 | 2,183,939,536 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Stryker Corp | COM | 151 | $656,259 | 8,084 | 0.00 | 0.00 | 7,934 | 5289.33 | 03-31-2024 |
| Southwest Airlines Co | COM | 152 | $648,757 | 13,606 | 0.00 | 0.00 | 10,328 | 315.07 | 03-31-2024 |
| General Electric Company | COM | 153 | $647,355 | 3,688 | 0.00 | 0.00 | -3,070 | -45.43 | 03-31-2024 |
| Ishares Russell 2000 Value ETF | ETF | 154 | $644,769 | 4,060 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
