Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CEDAR MOUNTAIN ADVISORS LLC | 04-16-2024 | 03-31-2024 | 356 | 397,683,211 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN CO | COM | 51 | $226,401 | 3,156 | 0.00 | 0.00 | 32 | 1.02 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 52 | $188,210 | 1,160 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPIRE INC | COM | 53 | $175,027 | 2,852 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EXXON MOBIL CORP | COM | 54 | $142,859 | 1,229 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
