Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRAVES LIGHT LENHART WEALTH INC | 05-13-2024 | 03-31-2024 | 185 | 863,118,350 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SHENANDOAH TELECOMMUNICATIONS COM | Stock | 201 | $653,303 | 37,611 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD HEALTH CARE ETF | ETF | 202 | $648,977 | 2,399 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMERICAN EXPRESS CO COM | Stock | 203 | $633,661 | 2,783 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INTERNATIONAL BUSINESS MACHS COM | Stock | 204 | $629,460 | 3,296 | 0.00 | 0.00 | -33 | -0.99 | 03-31-2024 |
