Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SALOMON & LUDWIN LLC 05-02-2024 03-31-2024 852 1,162,427,497
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
DOMINION ENERGY INC COM Stock Liquidated $0 0 0.00 0.59 26,321 46.14 03-31-2024
VANGUARD VALUE ETF ETF 52 $5,091,655 31,294 0.00 0.00 -3,141 -9.12 03-31-2024
ALTRIA GROUP INC COM Stock Liquidated $0 0 0.00 0.55 18,327 20.27 03-31-2024
VANGUARD INDUSTRIALS ETF 54 $4,936,180 20,218 0.00 0.00 -2,051 -9.21 03-31-2024
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