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 |
|---|---|---|---|---|---|---|---|---|---|
| BOSTON OMAHA CORP | CL A COM STK | 951 | $209,779 | 13,569 | 0.00 | 0.00 | -2,585 | -16.00 | 03-31-2024 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 952 | $209,253 | 1,342 | 0.00 | 1,342 | +Inf | 03-31-2024 | |
| KNIFE RIVER CORP | COMMON STOCK | 953 | $208,213 | 2,568 | 0.00 | 2,568 | +Inf | 03-31-2024 | |
| TAPESTRY INC | COM | 954 | $206,976 | 4,359 | 0.00 | 4,359 | +Inf | 03-31-2024 |
