Instuitional Investor - Heritage Wealth Management, Inc.

Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 65,777 $19,033,372 4.75%
2. PG 125,340 $18,379,851 4.59%
3. USB 275,102 $16,616,161 4.15%
4. MSFT 35,768 $13,342,298 3.33%
5. JPM 29,383 $9,617,971 2.4%