Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HERITAGE WEALTH ADVISORS | 05-04-2023 | 03-31-2023 | 584 | 1,795,167,569 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Capital One Financial Cp | COM | 251 | $206,836 | 2,151 | 0.00 | 0.03 | -2,409 | -52.83 | 03-31-2023 |
| Gilead Sciences Inc | COM | 252 | $204,438 | 2,464 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2023 |
| Ingersoll-Rand plc | COM | 253 | $202,990 | 3,489 | 0.00 | 0.01 | 104 | 3.07 | 03-31-2023 |
| Autodesk Inc | COM | 254 | $199,834 | 960 | 0.00 | 0.01 | -76 | -7.34 | 03-31-2023 |
