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 |
|---|---|---|---|---|---|---|---|---|---|
| Ishares Barclays Aggregate Bond | ETF | 201 | $371,363 | 3,792 | 0.00 | 0.00 | -443 | -10.46 | 03-31-2024 |
| Transact Tech Inc | COM | 202 | $354,585 | 1,541 | 0.00 | 1,541 | +Inf | 03-31-2024 | |
| Dover Corporation | COM | 203 | $350,836 | 1,980 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Stanley Furniture New | OTC | Liquidated | $0 | 0 | 0.00 | 0.03 | 0 | 0.00 | 03-31-2024 |
