Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAUREL WEALTH ADVISORS INC | 02-14-2023 | 12-31-2022 | 641 | 1,014,176,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MONDELEZ INTL INC CL A | Stock | 251 | $1,775,000 | 26,631 | 0.18 | 26,631 | +Inf | 12-31-2022 | |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | ETF | 252 | $1,746,000 | 79,522 | 0.17 | 0.08 | 40,689 | 104.78 | 12-31-2022 |
| AMETEK INC | COM | 253 | $1,746,000 | 12,494 | 0.17 | 0.16 | -1,040 | -7.68 | 12-31-2022 |
| AT&T INC COM | Stock | 254 | $1,735,000 | 94,226 | 0.17 | 94,226 | +Inf | 12-31-2022 |
