Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGACY CAPITAL GROUP CALIFORNIA INC | 02-08-2024 | 12-31-2023 | 272 | 258,657,788 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SYNCHRONY FINANCIAL | COM | 251 | $445,143 | 11,656 | 0.00 | 0.00 | -39 | -0.33 | 12-31-2023 |
| ISHARES TR | RUS 2000 VAL ETF | 252 | $444,536 | 2,862 | 0.00 | 0.00 | -3,172 | -52.57 | 12-31-2023 |
| NETAPP INC | COM | 253 | $443,357 | 5,029 | 0.00 | 0.00 | 937 | 22.90 | 12-31-2023 |
| SPDR GOLD TR | GOLD SHS | 254 | $442,176 | 2,313 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
