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 |
|---|---|---|---|---|---|---|---|---|---|
| Etsy Inc com | COM | 751 | $5,841 | 85 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ATLANTA BRAVES HOLDINGS SRS A ORD | ORD SHS | 752 | $5,837 | 139 | 0.00 | 139 | +Inf | 03-31-2024 | |
| National Healthcare Corp | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NET LEASE OFFICE PROPERTIES ORD WI | ORD SHS | 754 | $5,641 | 237 | 0.00 | 237 | +Inf | 03-31-2024 |
