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
TILLYS INC CL A 2251 $8,000 1,100 0.00 0.00 0 0.00 12-31-2023
MOELIS & CO CL A 2252 $8,000 137 0.00 137 +Inf 12-31-2023
CLEARWATER ANALYTICS HLDGS I CL A 2253 $8,000 398 0.00 398 +Inf 12-31-2023
MICROSTRATEGY INC CL A NEW 2254 $8,000 13 0.00 0.00 0 0.00 12-31-2023
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