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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WELLINGTON FD | mc | 2901 | $82,964 | 656 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| COMPASS MINERALS INTL INC | cs | 2902 | $82,817 | 3,271 | 0.00 | 0.00 | -439 | -11.83 | 12-31-2023 |
| EASTMAN CHEM CO | cs | 2903 | $82,811 | 922 | 0.00 | 0.00 | -28 | -2.95 | 12-31-2023 |
| WPP PLC NEW | cs | 2904 | $82,248 | 1,729 | 0.00 | 0.00 | 1,127 | 187.21 | 12-31-2023 |
