Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORVIS WEALTH ADVISORS LLC | 04-19-2024 | 03-31-2024 | 393 | 3,935,143,115 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PNC FINL SVCS GROUP INC | COM | 301 | $537,482 | 3,326 | 0.00 | 0.00 | 662 | 24.85 | 03-31-2024 |
| ISHARES GOLD TR | ISHARES NEW | 302 | $532,729 | 12,681 | 0.00 | 0.00 | -162 | -1.26 | 03-31-2024 |
| QCR HOLDINGS INC | COM | 303 | $532,508 | 8,767 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PLAINS GP HLDGS L P | LTD PARTNR INT A | 304 | $530,327 | 29,059 | 0.00 | 29,059 | +Inf | 03-31-2024 |
