Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRAVES LIGHT LENHART WEALTH INC | 02-09-2024 | 12-31-2023 | 181 | 805,036,700 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNION PAC CORP COM | Stock | 251 | $390,781 | 1,591 | 0.00 | 0.00 | -18 | -1.12 | 12-31-2023 |
| NORFOLK SOUTHN CORP COM | Stock | 252 | $389,081 | 1,646 | 0.00 | 0.00 | -65 | -3.80 | 12-31-2023 |
| INVESCO WATER RESOURCES ETF | ETF | 253 | $386,218 | 6,346 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ENBRIDGE INC COM | Stock | 254 | $385,270 | 10,696 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
