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
BJS WHSL CLUB HLDGS INC COM 2451 $5,000 68 0.00 68 +Inf 12-31-2023
AFFILIATED MANAGERS GROUP IN COM 2452 $5,000 35 0.00 0.00 0 0.00 12-31-2023
LITHIUM AMERS CORP NEW COM SHS 2453 $5,000 850 0.00 850 +Inf 12-31-2023
NEWTEKONE INC COM NEW 2454 $5,000 396 0.00 0.00 5 1.28 12-31-2023
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