Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RISE ADVISORS LLC | 01-10-2024 | 12-31-2023 | 618 | 143,009,144 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| 3M CO COM | 0 | 51 | $286,063 | 2,617 | 0.00 | 0.00 | 9 | 0.35 | 12-31-2023 |
| JOHNSON & JOHNSON COM | 0 | 52 | $283,171 | 1,807 | 0.00 | 0.00 | 441 | 32.28 | 12-31-2023 |
| SOUTHERN CO COM | 0 | 53 | $276,560 | 3,944 | 0.00 | 0.00 | 487 | 14.09 | 12-31-2023 |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 0 | 54 | $275,237 | 3,469 | 0.00 | 0.00 | 17 | 0.49 | 12-31-2023 |
