Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INDEPENDENT ADVISOR ALLIANCE | 05-08-2024 | 03-31-2024 | 821 | 2,770,424,860 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $156,511,319 | 912,709 | 0.01 | 0.01 | -10,557 | -1.14 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $131,253,918 | 311,975 | 0.00 | 0.00 | 6,683 | 2.19 | 03-31-2024 |
| AMERIS BANCORP | COM | 3 | $121,641,496 | 2,514,293 | 0.00 | 0.00 | 201,644 | 8.72 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 4 | $115,408,795 | 444,051 | 0.00 | 0.00 | 36,310 | 8.91 | 03-31-2024 |
