Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAUREL WEALTH ADVISORS LLC | 02-13-2024 | 12-31-2023 | 578 | 527,139,879 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WEC ENERGY GROUP INC | COM | 351 | $35,857 | 426 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SERVICENOW INC | COM | 352 | $35,325 | 50 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GLOBAL PMTS INC | COM | 353 | $35,179 | 277 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 354 | $35,091 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
