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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 1301 | $4,370,622 | 181,278 | 0.00 | 0.00 | 24,633 | 15.73 | 12-31-2023 |
| ARES DYNAMIC CR ALLOCATION F | COM | 1302 | $4,369,467 | 317,775 | 0.00 | 0.00 | 13,217 | 4.34 | 12-31-2023 |
| STAR BULK CARRIERS CORP. | SHS PAR | 1303 | $4,366,771 | 205,396 | 0.00 | 0.00 | 20,586 | 11.14 | 12-31-2023 |
| LAKELAND FINL CORP | COM | 1304 | $4,365,792 | 67,001 | 0.00 | 0.00 | -1,424 | -2.08 | 12-31-2023 |
