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 |
|---|---|---|---|---|---|---|---|---|---|
| Curaleaf Holdings Inc | COM | 851 | $1,905 | 356 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Sempra Energy | COM | 852 | $1,837 | 50 | 0.00 | 0.00 | -971 | -95.10 | 03-31-2024 |
| U S Bancorp Del New | COM | 853 | $1,700 | 75 | 0.00 | 0.00 | -605,706 | -99.99 | 03-31-2024 |
| Adyen Unspon 50 ADR Rep 1 Ord | ORD SHS | 854 | $1,691 | 100 | 0.00 | 100 | +Inf | 03-31-2024 |
