Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INDEPENDENT ADVISOR ALLIANCE | 10-23-2023 | 09-30-2023 | 750 | 2,210,953,488 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MCCORMICK & CO INC | COM NON VTG | 151 | $2,905,241 | 38,409 | 0.00 | 0.00 | 1,592 | 4.32 | 09-30-2023 |
| IRON MTN INC DEL | COM | 152 | $2,898,208 | 48,750 | 0.00 | 0.00 | 1,329 | 2.80 | 09-30-2023 |
| DOVER CORP | COM | 153 | $2,890,873 | 20,722 | 0.00 | 0.00 | -537 | -2.53 | 09-30-2023 |
| WELLS FARGO CO NEW | COM | 154 | $2,884,437 | 70,593 | 0.00 | 0.00 | -13,364 | -15.92 | 09-30-2023 |
