Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRAVES LIGHT LENHART WEALTH INC | 05-13-2024 | 03-31-2024 | 185 | 863,118,350 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UDR INC COM | REIT | 351 | $215,407 | 5,758 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| XCEL ENERGY INC COM | Stock | 352 | $215,000 | 4,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SHELL PLC SPON ADS | ADR | 353 | $214,260 | 3,196 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| QUANTA SVCS INC COM | Stock | 354 | $207,959 | 800 | 0.00 | 800 | +Inf | 03-31-2024 |
