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
NU HLDGS LTD cs 2601 $104,915 12,595 0.00 0.00 9,353 288.49 12-31-2023
AVIENT CORPORATION cs 2602 $104,873 2,523 0.00 0.00 -8 -0.32 12-31-2023
WEBSTER FINL CORP cs 2603 $104,786 2,064 0.00 0.00 0 0.00 12-31-2023
ACI WORLDWIDE INC cs 2604 $104,502 3,415 0.00 0.00 -18 -0.52 12-31-2023
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