Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRAGG FINANCIAL ADVISORS INC | 11-14-2023 | 09-30-2023 | 313 | 1,893,817,580 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | UNIT SER 1 | 301 | $335,341 | 936 | 0.00 | 0.00 | -68 | -6.77 | 09-30-2023 |
| ZOETIS INC | CL A | 302 | $334,564 | 1,923 | 0.00 | 0.00 | 32 | 1.69 | 09-30-2023 |
| ISHARES TR | PFD AND INCM SEC | 303 | $331,650 | 11,000 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| METLIFE INC | COM | 304 | $329,523 | 5,238 | 0.00 | 0.00 | -181 | -3.34 | 09-30-2023 |
