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 |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY MERRIMACK STR TR | mc | 3401 | $56,140 | 1,125 | 0.00 | 0.00 | 16 | 1.44 | 12-31-2023 |
| CLOUDFLARE INC | cs | 3402 | $55,617 | 668 | 0.00 | 0.00 | 290 | 76.72 | 12-31-2023 |
| INVESCO EXCH TRD SLF IDX FD | mc | 3403 | $55,509 | 766 | 0.00 | 0.00 | 10 | 1.32 | 12-31-2023 |
| WISDOMTREE TR | cs | 3404 | $55,485 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
