Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRAGG FINANCIAL ADVISORS INC | 11-14-2023 | 09-30-2023 | 313 | 1,893,817,580 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HORACE MANN EDUCATORS CORP N | COM | 51 | $13,812,890 | 470,146 | 0.00 | 0.00 | 68,965 | 17.19 | 09-30-2023 |
| AMERIPRISE FINL INC | COM | 52 | $13,773,619 | 41,779 | 0.00 | 0.00 | -3,175 | -7.06 | 09-30-2023 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 53 | $13,648,440 | 179,632 | 0.00 | 0.00 | 10,020 | 5.91 | 09-30-2023 |
| UGI CORP NEW | COM | 54 | $13,636,608 | 592,896 | 0.00 | 0.00 | 167,650 | 39.42 | 09-30-2023 |
