Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
GM ADVISORY GROUP LLC 02-12-2024 12-31-2023 199 1,324,151,339
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
AMERICAN ELEC PWR CO INC COM 201 $465,959 5,737 0.00 0.00 -2,835 -33.07 12-31-2023
ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 202 $455,323 23,066 0.00 0.00 -2,100 -8.34 12-31-2023
GENERAL MTRS CO COM Liquidated $0 0 0.00 0.15 -24,922 -67.88 12-31-2023
VANGUARD INDEX FDS GROWTH ETF 204 $426,982 1,373 0.00 0.00 136 10.99 12-31-2023
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