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 |
|---|---|---|---|---|---|---|---|---|---|
| ESSENTIAL UTILS INC | COM | 351 | $397,788 | 10,737 | 0.00 | 0.00 | 84 | 0.79 | 03-31-2024 |
| BANK OZK LITTLE ROCK ARK | COM | 352 | $384,910 | 8,467 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO SHORT | 353 | $382,187 | 12,838 | 0.00 | 0.00 | -7,107 | -35.63 | 03-31-2024 |
| DOMINION ENERGY INC | COM | 354 | $379,901 | 7,723 | 0.00 | 0.00 | -138 | -1.76 | 03-31-2024 |
