Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BENJAMIN F EDWARDS & COMPANY INC 02-02-2024 12-31-2023 2746 4,984,816,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $132,217,000 686,734 2.65 2.00 381,772 125.19 12-31-2023
MICROSOFT CORP COM 2 $94,973,000 252,562 1.91 1.39 137,742 119.96 12-31-2023
INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 3 $91,641,000 1,033,038 1.84 1.94 405,781 64.69 12-31-2023
SCHWAB STRATEGIC TR INTL EQTY ETF 4 $73,852,000 1,998,153 1.48 2.51 72,326 3.76 12-31-2023
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