Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRAVES LIGHT LENHART WEALTH INC | 02-09-2024 | 12-31-2023 | 181 | 805,036,700 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTUIT COM | Stock | 301 | $280,013 | 448 | 0.00 | 0.00 | -14 | -3.03 | 12-31-2023 |
| METLIFE INC COM | Stock | 302 | $278,606 | 4,213 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TECHNOLOGY SELECT SECTOR SPDR FUND | ETF | 303 | $273,899 | 1,423 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CALAMOS CONV & HIGH INCOME FD COM SHS | CEF | 304 | $273,307 | 23,828 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
