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
NANO DIMENSION LTD cs 3201 $65,789 27,412 0.00 0.00 0 0.00 12-31-2023
ISHARES TR cs 3202 $65,692 4,219 0.00 0.00 37 0.88 12-31-2023
FIDELITY NATIONAL FINANCIAL cs 3203 $65,501 1,284 0.00 0.00 -517 -28.71 12-31-2023
MGE ENERGY INC cs 3204 $65,441 905 0.00 0.00 0 0.00 12-31-2023
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