Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INDEPENDENT ADVISOR ALLIANCE | 10-23-2023 | 09-30-2023 | 750 | 2,210,953,488 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MCKESSON CORP | COM | 551 | $443,193 | 1,019 | 0.00 | 0.00 | 73 | 7.72 | 09-30-2023 |
| JETBLUE AWYS CORP | COM | 552 | $440,059 | 95,665 | 0.00 | 0.00 | -327,400 | -77.39 | 09-30-2023 |
| AXON ENTERPRISE INC | COM | 553 | $439,585 | 2,209 | 0.00 | 0.00 | 43 | 1.99 | 09-30-2023 |
| CRANE COMPANY | COMMON STOCK | 554 | $436,737 | 4,916 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
