Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TOTH FINANCIAL ADVISORY CORP | 04-16-2024 | 03-31-2024 | 719 | 798,936,126 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GSK PLC | SPONSORED ADR | 601 | $23,322 | 544 | 0.00 | 0.00 | -100 | -15.53 | 03-31-2024 |
| LINCOLN ELEC HLDGS INC | COM | 602 | $23,246 | 91 | 0.00 | 0.00 | -29 | -24.17 | 03-31-2024 |
| APPIAN CORP | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -10 | -1.96 | 12-31-2023 |
| CROWN CASTLE INC | COM | 604 | $22,436 | 212 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
