Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IFP ADVISORS INC | 01-09-2024 | 12-31-2023 | 3052 | 2,118,460,002 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST CTZNS BANCSHARES INC N | cs | 1601 | $276,699 | 195 | 0.00 | 0.00 | 40 | 25.81 | 12-31-2023 |
| ECOLAB INC | cs | 1602 | $276,127 | 1,392 | 0.00 | 0.00 | -101 | -6.76 | 12-31-2023 |
| VANGUARD INTL EQUITY INDEX F | cs | 1603 | $275,911 | 4,279 | 0.00 | 0.00 | -2,533 | -37.18 | 12-31-2023 |
| MARKETAXESS HLDGS INC | cs | 1604 | $275,829 | 942 | 0.00 | 0.00 | 153 | 19.39 | 12-31-2023 |
