Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HERITAGE WEALTH ADVISORS | 05-04-2023 | 03-31-2023 | 584 | 1,795,167,569 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Quest Diagnostic Inc | COM | 351 | $83,473 | 590 | 0.00 | 0.01 | -850 | -59.03 | 03-31-2023 |
| PTC Inc | COM | 352 | $81,554 | 636 | 0.00 | 636 | +Inf | 03-31-2023 | |
| Realty Income Corp | COM | 353 | $79,150 | 1,250 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2023 |
| The Charles Schwab Corp | COM | 354 | $78,284 | 1,495 | 0.00 | 1,495 | +Inf | 03-31-2023 |
