Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MFA WEALTH ADVISORS LLC | 04-24-2024 | 03-31-2024 | 86 | 380,395,384 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COCA COLA CO | COM | 51 | $1,948,661 | 31,851 | 0.00 | 0.00 | 1,109 | 3.61 | 03-31-2024 |
| ERIE INDTY CO | CL A | 52 | $1,798,632 | 4,479 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DUKE ENERGY CORP NEW | COM NEW | 53 | $1,776,941 | 18,374 | 0.00 | 0.00 | -50 | -0.27 | 03-31-2024 |
| SERVICENOW INC | COM | 54 | $1,551,483 | 2,035 | 0.00 | 0.00 | 33 | 1.65 | 03-31-2024 |
