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 |
|---|---|---|---|---|---|---|---|---|---|
| BRISTOL-MYERS SQUIBB CO COM | Stock | 251 | $385,575 | 7,110 | 0.00 | 0.00 | -185 | -2.54 | 03-31-2024 |
| WISDOMTREE U.S. AI ENHANCED VALUE FUND | ETF | 252 | $384,321 | 3,776 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ENBRIDGE INC COM | Stock | 253 | $383,436 | 10,598 | 0.00 | 0.00 | -98 | -0.92 | 03-31-2024 |
| 3M CO COM | Stock | 254 | $382,347 | 3,605 | 0.00 | 0.00 | -49 | -1.34 | 03-31-2024 |
