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 |
|---|---|---|---|---|---|---|---|---|---|
| OLD DOMINION FREIGHT LINE IN | COM | 701 | $293,605 | 718 | 0.00 | 0.00 | 105 | 17.13 | 09-30-2023 |
| MID-AMER APT CMNTYS INC | COM | 702 | $293,019 | 2,278 | 0.00 | 0.00 | -13 | -0.57 | 09-30-2023 |
| PACER FDS TR | US CASH COWS 100 | 703 | $292,873 | 5,925 | 0.00 | 0.00 | 1,505 | 34.05 | 09-30-2023 |
| IQVIA HLDGS INC | COM | 704 | $290,799 | 1,478 | 0.00 | 0.00 | 3 | 0.20 | 09-30-2023 |
