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 |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS | mc | 1901 | $199,528 | 3,917 | 0.00 | 0.00 | -160 | -3.92 | 12-31-2023 |
| UNUM GROUP | cs | 1902 | $199,375 | 4,409 | 0.00 | 0.00 | -464 | -9.52 | 12-31-2023 |
| CION INVT CORP | cs | 1903 | $199,068 | 17,601 | 0.00 | 0.00 | -300 | -1.68 | 12-31-2023 |
| ISHARES INC | mc | 1904 | $198,859 | 3,587 | 0.00 | 0.00 | 3,556 | 11470.97 | 12-31-2023 |
