Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GIRARD PARTNERS LTD | 02-09-2024 | 12-31-2023 | 246 | 985,447,324 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AVANTIS US SMALL CAP VALUE ETF | ETF | 251 | $267,604 | 2,980 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 252 | $266,138 | 1,142 | 0.00 | 0.00 | -245 | -17.66 | 12-31-2023 |
| CVS HEALTH CORP COM | Stock | 253 | $265,700 | 3,365 | 0.00 | 0.00 | -877 | -20.67 | 12-31-2023 |
| LINKBANCORP INC COM | Stock | 254 | $263,671 | 33,083 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
