Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INDEPENDENT ADVISOR ALLIANCE | 10-23-2023 | 09-30-2023 | 750 | 2,210,953,488 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $158,072,227 | 923,266 | 0.01 | 0.01 | -7,712 | -0.83 | 09-30-2023 |
| MICROSOFT CORP | COM | 2 | $96,396,336 | 305,292 | 0.00 | 0.00 | 2,278 | 0.75 | 09-30-2023 |
| AMERIS BANCORP | COM | 3 | $88,782,598 | 2,312,649 | 0.00 | 0.00 | 10,692 | 0.46 | 09-30-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 4 | $86,608,293 | 407,741 | 0.00 | 0.00 | 30,855 | 8.19 | 09-30-2023 |
