Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STIFEL FINANCIAL CORP | 02-12-2024 | 12-31-2023 | 8601 | 79,466,463,412 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| OMNICOM GROUP INC | COM | 1051 | $6,443,281 | 74,481 | 0.00 | 0.00 | -1,160 | -1.53 | 12-31-2023 |
| ISHARES U S ETF TR | BLACKROCK ST MAT | Liquidated | $0 | 0 | 0.00 | 0.00 | -9,421 | -6.83 | 12-31-2023 |
| FIRST TRUST LRGCP GWT ALPHAD | COM SHS | 1053 | $6,406,891 | 58,463 | 0.00 | 0.00 | -18,030 | -23.57 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 1054 | $6,401,539 | 223,517 | 0.00 | 0.00 | 10,036 | 4.70 | 12-31-2023 |
