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 |
|---|---|---|---|---|---|---|---|---|---|
| PUTNAM PREMIER INCOME TR | mf | 4801 | $20,937 | 5,865 | 0.00 | 0.00 | 107 | 1.86 | 12-31-2023 |
| UPSTART HLDGS INC | cs | 4802 | $20,838 | 510 | 0.00 | 0.00 | 45 | 9.68 | 12-31-2023 |
| CAPITAL GRP FIXED INCM ETF T | mc | 4803 | $20,816 | 818 | 0.00 | 0.00 | 10 | 1.24 | 12-31-2023 |
| NUVEEN CALIFORNIA MUNI VLU F | mf | 4804 | $20,752 | 2,316 | 0.00 | 0.00 | 16 | 0.70 | 12-31-2023 |
