Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGACY FINANCIAL ADVISORS INC | 02-06-2024 | 12-31-2023 | 286 | 519,087,432 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PAYCHEX INC | Stock | 151 | $602,905 | 5,062 | 0.00 | 0.00 | 279 | 5.83 | 12-31-2023 |
| MARATHON PETE CORP | Stock | 152 | $600,866 | 4,050 | 0.00 | 0.00 | 296 | 7.88 | 12-31-2023 |
| INTUITIVE SURGICAL, INC. | Stock | 153 | $598,477 | 1,774 | 0.00 | 0.00 | 216 | 13.86 | 12-31-2023 |
| KOHLS CORP | Stock | 154 | $596,085 | 20,784 | 0.00 | 20,784 | +Inf | 12-31-2023 |
