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 |
|---|---|---|---|---|---|---|---|---|---|
| Krispy Kreme Inc | ETF | 801 | $1,166 | 75 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| Washington REIT | REIT | 802 | $1,161 | 65 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| Global Payments Inc | COM | 803 | $1,158 | 11 | 0.00 | 11 | +Inf | 03-31-2023 | |
| Schwab US Small-Cap ETF | ETF | 804 | $1,136 | 27 | 0.00 | 27 | +Inf | 03-31-2023 |
