Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRAGG FINANCIAL ADVISORS INC | 11-14-2023 | 09-30-2023 | 313 | 1,893,817,580 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO CO NEW | COM | 251 | $592,470 | 14,500 | 0.00 | 0.00 | -558 | -3.71 | 09-30-2023 |
| ISHARES TR | CORE S&P MCP ETF | 252 | $590,960 | 2,370 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| AT&T INC | COM | 253 | $585,270 | 38,966 | 0.00 | 0.00 | -14,340 | -26.90 | 09-30-2023 |
| ISHARES TR | ESG AWARE MSCI | 254 | $542,910 | 16,134 | 0.00 | 0.00 | -425 | -2.57 | 09-30-2023 |
