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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | cs | 2251 | $146,277 | 3,324 | 0.00 | 0.00 | 2 | 0.06 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | mc | 2252 | $146,162 | 3,927 | 0.00 | 0.00 | -18 | -0.46 | 12-31-2023 |
| MODINE MFG CO | cs | 2253 | $146,026 | 2,446 | 0.00 | 0.00 | 2,429 | 14288.24 | 12-31-2023 |
| THOR INDS INC | cs | 2254 | $145,522 | 1,231 | 0.00 | 0.00 | 175 | 16.57 | 12-31-2023 |
