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 |
|---|---|---|---|---|---|---|---|---|---|
| INSTALLED BLDG PRODS INC | COM | 851 | $245,277 | 948 | 0.00 | 948 | +Inf | 03-31-2024 | |
| ISHARES TR | RUS 1000 VAL ETF | 852 | $244,664 | 1,366 | 0.00 | 0.00 | -22 | -1.59 | 03-31-2024 |
| FLOWERS FOODS INC | COM | 853 | $243,754 | 10,263 | 0.00 | 0.00 | -1,043 | -9.23 | 03-31-2024 |
| ISHARES TR | CORE S&P TTL STK | 854 | $243,267 | 2,110 | 0.00 | 0.00 | -36,210 | -94.49 | 03-31-2024 |
