Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRAVES LIGHT LENHART WEALTH INC | 05-13-2024 | 03-31-2024 | 185 | 863,118,350 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PUTNAM MASTER INTER INCOME TR SH BEN INT | CEF | 551 | $45,760 | 14,300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BLUE RIDGE BANKSHARES INC VA COM | Stock | Liquidated | $0 | 0 | 0.00 | 10,149 | +Inf | 12-31-2023 | |
| VIRTUS CONVERTIBLE & INCOME FD COM | CEF | 553 | $40,037 | 11,987 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
