Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRIVATE ADVISORY GROUP LLC | 02-13-2024 | 12-31-2023 | 189 | 576,141,198 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GALLAGHER ARTHUR J & CO | COM | 201 | $922,857 | 4,104 | 0.00 | 0.00 | 455 | 12.47 | 12-31-2023 |
| ISHARES TR | S&P SML 600 GWT | 202 | $919,278 | 7,346 | 0.00 | 0.00 | -407 | -5.25 | 12-31-2023 |
| AMERICAN TOWER CORP NEW | COM | 203 | $905,617 | 4,195 | 0.00 | 0.00 | -1,597 | -27.57 | 12-31-2023 |
| VANGUARD WORLD FDS | FINANCIALS ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
