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 |
|---|---|---|---|---|---|---|---|---|---|
| LABORATORY CORP AMER HLDGS | COM NEW | 651 | $333,046 | 1,657 | 0.00 | 0.00 | -20 | -1.19 | 09-30-2023 |
| AMERICAN AIRLS GROUP INC | COM | 652 | $332,710 | 25,972 | 0.00 | 0.00 | 438 | 1.72 | 09-30-2023 |
| ISHARES TR | S&P MC 400VL ETF | 653 | $332,060 | 3,290 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 654 | $331,964 | 4,606 | 0.00 | 0.00 | -31 | -0.67 | 09-30-2023 |
