Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HERITAGE WEALTH ADVISORS | 05-08-2024 | 03-31-2024 | 551 | 2,183,939,536 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Hewlett-Packard Company | COM | 551 | $24,176 | 800 | 0.00 | 0.00 | -606 | -43.10 | 03-31-2024 |
| SHELL ADR EACH REP 2 ORD WI | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| C M S Energy Corp | COM | 553 | $24,136 | 400 | 0.00 | 400 | +Inf | 03-31-2024 | |
| M D U Resources Group | COM | 554 | $23,940 | 950 | 0.00 | 950 | +Inf | 03-31-2024 |
