Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CEDAR MOUNTAIN ADVISORS LLC | 04-16-2024 | 03-31-2024 | 356 | 397,683,211 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WASTE CONNECTIONS INC | COM | 101 | $39,218 | 228 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PAYCHEX INC | COM | 102 | $39,040 | 318 | 0.00 | 0.00 | 2 | 0.63 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 103 | $38,737 | 842 | 0.00 | 0.00 | -856 | -50.41 | 03-31-2024 |
| BECTON DICKINSON & CO | COM | 104 | $38,355 | 155 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
