Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HERITAGE WEALTH ADVISORS | 05-04-2023 | 03-31-2023 | 584 | 1,795,167,569 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Pinnacle West Capital Cp | COM | 501 | $28,923 | 365 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| Everest Re Group Ltd | COM | 502 | $28,642 | 80 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| Hershey Company | COM | 503 | $27,970 | 110 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| Cognizant Tech Sol Cl A | CL A | 504 | $27,967 | 459 | 0.00 | 0.00 | -171 | -27.14 | 03-31-2023 |
