Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BENJAMIN F EDWARDS & COMPANY INC | 02-02-2024 | 12-31-2023 | 2746 | 4,984,816,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 VL | 51 | $27,454,000 | 588,764 | 0.55 | 0.84 | 58,425 | 11.02 | 12-31-2023 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 52 | $27,330,000 | 132,831 | 0.55 | 0.13 | 113,905 | 601.84 | 12-31-2023 |
| BLACKROCK INC | COM | 53 | $27,175,000 | 33,475 | 0.55 | 0.10 | 29,643 | 773.56 | 12-31-2023 |
| AMAZON COM INC | COM | 54 | $26,464,000 | 174,175 | 0.53 | 0.62 | 46,691 | 36.62 | 12-31-2023 |
