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 |
|---|---|---|---|---|---|---|---|---|---|
| Tilray Inc | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Cresco Labs Inc | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Co-Diagnostics Inc | COM | 903 | $588 | 525 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| Brighthouse Finl Inc Com | COM | 904 | $567 | 11 | 0.00 | 11 | +Inf | 03-31-2024 |
