Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEPHENS INC /AR/ | 11-14-2023 | 09-30-2023 | 1214 | 5,216,549,377 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TOAST INC | CL A | 1251 | $976,938 | 52,159 | 0.00 | 0.00 | 29,943 | 134.78 | 09-30-2023 |
| SPDR SER TR | PRTFLO S&P500 HI | 1252 | $976,661 | 27,849 | 0.00 | 0.00 | -222 | -0.79 | 09-30-2023 |
| UNUM GROUP | COM | 1253 | $966,489 | 19,648 | 0.00 | 0.00 | -334 | -1.67 | 09-30-2023 |
| J P MORGAN EXCHANGE TRADED F | DIVERSFD EQT ETF | 1254 | $965,878 | 24,583 | 0.00 | 0.00 | 22 | 0.09 | 09-30-2023 |
