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 |
|---|---|---|---|---|---|---|---|---|---|
| Okta Inc | COM | 651 | $8,969 | 104 | 0.00 | 104 | +Inf | 03-31-2023 | |
| ServiceNow Inc | COM | 652 | $8,830 | 19 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| Fulton Financial Corp | COM | 653 | $8,776 | 635 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| Citizens Finl Group Inc Com | COM | 654 | $8,716 | 287 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
