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 |
|---|---|---|---|---|---|---|---|---|---|
| NRG ENERGY INC | cs | 4001 | $35,776 | 692 | 0.00 | 0.00 | 85 | 14.00 | 12-31-2023 |
| UNIVERSAL DISPLAY CORP | cs | 4002 | $35,766 | 187 | 0.00 | 0.00 | 112 | 149.33 | 12-31-2023 |
| CALUMET SPECIALTY PRODS PART | cs | 4003 | $35,740 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NASDAQ INC | cs | 4004 | $35,697 | 614 | 0.00 | 0.00 | -191 | -23.73 | 12-31-2023 |
