Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ROCKY MOUNTAIN ADVISERS LLC | 04-26-2024 | 03-31-2024 | 307 | 315,458,396 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GETTY RLTY CORP NEW | COM | 101 | $100,226 | 3,665 | 0.00 | 0.00 | 57 | 1.58 | 03-31-2024 |
| CITIGROUP INC | COM NEW | 102 | $98,022 | 1,550 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| COHEN & STEERS LTD DURATION | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GAMING & LEISURE PPTYS INC | COM | 104 | $96,480 | 2,094 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
