Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CERTIFIED ADVISORY CORP | 02-09-2024 | 12-31-2023 | 264 | 659,230,293 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EQUITRANS MIDSTREAM CORP COM | Stock | 351 | $105,501 | 10,364 | 0.00 | 0.00 | 328 | 3.27 | 12-31-2023 |
| HOLLEY INC COM | Stock | 352 | $103,200 | 21,191 | 0.00 | 0.00 | 1,000 | 4.95 | 12-31-2023 |
| SOUTHERN CO COM | Stock | Liquidated | $0 | 0 | 0.00 | 1,299 | +Inf | 12-31-2023 | |
| SIRIUS XM RADIO INC | Stock | 354 | $89,138 | 16,296 | 0.00 | 0.00 | 37 | 0.23 | 12-31-2023 |
