Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STIFEL FINANCIAL CORP | 02-12-2024 | 12-31-2023 | 8601 | 79,466,463,412 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CONSER ALLOC ETF | 2801 | $777,730 | 21,514 | 0.00 | 0.00 | 14,114 | 190.73 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | UTILITIES ALPH | 2802 | $776,573 | 24,512 | 0.00 | 0.00 | 1,443 | 6.26 | 12-31-2023 |
| ATLAS ENERGY SOLUTIONS INC | COM CLASS A | Liquidated | $0 | 0 | 0.00 | 34,902 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | US REIT ETF | 2804 | $774,621 | 37,403 | 0.00 | 0.00 | 5,153 | 15.98 | 12-31-2023 |
