Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HERITAGE WEALTH ADVISORS | 05-08-2024 | 03-31-2024 | 551 | 2,183,939,536 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Bristol-Myers Squibb Co | COM | 301 | $134,382 | 2,478 | 0.00 | 0.00 | -139 | -5.31 | 03-31-2024 |
| Lauder Estee Co Inc Cl A | CL A | 302 | $133,186 | 864 | 0.00 | 0.00 | -1,018 | -54.09 | 03-31-2024 |
| Primis Financial Corp | COM | Liquidated | $0 | 0 | 0.00 | 13,690 | +Inf | 03-31-2024 | |
| Citigroup Inc | COM | Liquidated | $0 | 0 | 0.00 | 4,050 | +Inf | 03-31-2024 |
