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 |
|---|---|---|---|---|---|---|---|---|---|
| Celsius Holdings Inc | COM | 451 | $45,772 | 552 | 0.00 | 552 | +Inf | 03-31-2024 | |
| Nike Inc Class B | CL B | 452 | $45,768 | 487 | 0.00 | 0.00 | -984 | -66.89 | 03-31-2024 |
| ATLANT UN BK 400 DS RP 1 SRS A PRF | Preferred Stock | 453 | $44,885 | 1,910 | 0.00 | 1,910 | +Inf | 03-31-2024 | |
| Allegion PLC | ORD SHS | 454 | $44,858 | 333 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
