Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 01-17-2024 | 12-31-2023 | 244 | 570,781,332 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO INTRMD | 151 | $583,781 | 17,782 | 0.00 | 0.00 | -4,385 | -19.78 | 12-31-2023 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 152 | $566,707 | 9,811 | 0.00 | 0.00 | 447 | 4.77 | 12-31-2023 |
| MCDONALDS CORP | COM | 153 | $565,993 | 1,926 | 0.00 | 0.00 | 18 | 0.94 | 12-31-2023 |
| PHILLIPS EDISON & CO INC | COMMON STOCK | 154 | $563,142 | 15,437 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
