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 |
|---|---|---|---|---|---|---|---|---|---|
| CLOUDFLARE INC | CL A COM | 151 | $3,391,579 | 35,026 | 0.00 | 0.00 | 645 | 1.88 | 03-31-2024 |
| CISCO SYS INC | COM | 152 | $3,389,770 | 67,918 | 0.00 | 0.00 | -15,273 | -18.36 | 03-31-2024 |
| FIRST TR MORNINGSTAR DIVID L | SHS | 153 | $3,373,871 | 87,679 | 0.00 | 0.00 | 46,223 | 111.50 | 03-31-2024 |
| DELTA AIR LINES INC DEL | COM NEW | 154 | $3,372,537 | 70,452 | 0.00 | 0.00 | 8,749 | 14.18 | 03-31-2024 |
