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 |
|---|---|---|---|---|---|---|---|---|---|
| DUKE ENERGY CORP NEW | COM NEW | 201 | $411,042 | 4,233 | 0.00 | 0.00 | -87 | -2.01 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO S&P600 | 202 | $409,891 | 9,809 | 0.00 | 0.00 | -807 | -7.60 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 203 | $407,537 | 5,349 | 0.00 | 0.00 | -724 | -11.92 | 12-31-2023 |
| BONDBLOXX ETF TRUST | BLOOMBERG SIX MN | 204 | $404,261 | 8,053 | 0.00 | 8,053 | +Inf | 12-31-2023 |
