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 |
|---|---|---|---|---|---|---|---|---|---|
| IZEA WORLDWIDE INC COM NEW | Stock | Liquidated | $0 | 0 | 0.00 | 0.02 | -49,810 | -75.00 | 12-31-2023 |
| JOHNSON CTLS INC | Stock | Liquidated | $0 | 0 | 0.00 | 489 | +Inf | 12-31-2023 |
