Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGACY FINANCIAL ADVISORS INC | 02-06-2024 | 12-31-2023 | 286 | 519,087,432 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CANADIAN PACIFIC KANSAS CITY COM | Stock | 251 | $319,183 | 4,037 | 0.00 | 0.00 | 503 | 14.23 | 12-31-2023 |
| ILLINOIS TOOL WKS INC COM | Stock | 252 | $314,328 | 1,200 | 0.00 | 0.00 | -125 | -9.43 | 12-31-2023 |
| WHIRLPOOL CORP COM | Stock | 253 | $309,754 | 2,544 | 0.00 | 0.00 | 139 | 5.78 | 12-31-2023 |
| MICROCHIP TECHNOLOGY INC | Stock | 254 | $306,447 | 3,398 | 0.00 | 0.00 | 225 | 7.09 | 12-31-2023 |
