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
OTIS WORLDWIDE CORP COM 1751 $25,000 275 0.00 0.00 0 0.00 12-31-2023
HEWLETT PACKARD ENTERPRISE C COM 1752 $25,000 1,446 0.00 0.00 0 0.00 12-31-2023
GABELLI EQUITY TR INC COM 1753 $25,000 4,900 0.00 0.00 0 0.00 12-31-2023
EPAM SYS INC COM 1754 $25,000 83 0.00 83 +Inf 12-31-2023
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