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 |
|---|---|---|---|---|---|---|---|---|---|
| COGNIZANT TECHNOLOGY SOLUTIO | cs | 4251 | $29,985 | 397 | 0.00 | 0.00 | -88 | -18.14 | 12-31-2023 |
| FIRST TR EXCH TRADED FD III | mc | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FACTSET RESH SYS INC | cs | 4253 | $29,576 | 62 | 0.00 | 0.00 | -22 | -26.19 | 12-31-2023 |
| BOISE CASCADE CO DEL | cs | 4254 | $29,568 | 228 | 0.00 | 0.00 | -344 | -60.14 | 12-31-2023 |
