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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD MID CAP | ETF | 201 | $423,131 | 1,819 | 0.00 | 0.00 | 850 | 87.72 | 12-31-2023 |
| C H ROBINSON WORLDWIDE INC COM NEW | Stock | 202 | $413,244 | 4,783 | 0.00 | 0.00 | 334 | 7.51 | 12-31-2023 |
| CHICAGO MERCANTILE HLDGS INC | Stock | 203 | $411,534 | 1,954 | 0.00 | 0.00 | -86 | -4.22 | 12-31-2023 |
| HUNTINGTON BANCSHARES INC COM | Stock | 204 | $410,736 | 32,291 | 0.00 | 0.00 | -730 | -2.21 | 12-31-2023 |
