Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TOTH FINANCIAL ADVISORY CORP | 04-16-2024 | 03-31-2024 | 719 | 798,936,126 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MICRO-CAP ETF | 351 | $143,611 | 1,185 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HELIX ENERGY SOLUTIONS GRP I | COM | 352 | $140,920 | 13,000 | 0.00 | 0.00 | -64,725 | -83.27 | 03-31-2024 |
| LIVE OAK BANCSHARES INC | COM | 353 | $137,814 | 3,320 | 0.00 | 0.00 | 320 | 10.67 | 03-31-2024 |
| EAGLE MATLS INC | COM | 354 | $137,506 | 506 | 0.00 | 0.00 | 6 | 1.20 | 03-31-2024 |
