Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HERITAGE WEALTH ADVISORS | 05-08-2024 | 03-31-2024 | 551 | 2,183,939,536 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Spotify Technology SA | COM | 401 | $61,020 | 3,000 | 0.00 | 3,000 | +Inf | 03-31-2024 | |
| Ingredion Inc | COM | 402 | $60,996 | 522 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Rowe T Price Group Inc | COM | 403 | $60,528 | 600 | 0.00 | 0.00 | 194 | 47.78 | 03-31-2024 |
| Rpm International Inc | COM | 404 | $59,951 | 1,125 | 0.00 | 0.00 | 479 | 74.15 | 03-31-2024 |
