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 |
|---|---|---|---|---|---|---|---|---|---|
| KRATOS DEFENSE & SEC SOLUTIO | cs | 5251 | $15,765 | 777 | 0.00 | 0.00 | 20 | 2.64 | 12-31-2023 |
| ESSENTIAL UTILS INC | cs | 5252 | $15,745 | 422 | 0.00 | 0.00 | 10 | 2.43 | 12-31-2023 |
| ISHARES TR | mc | 5253 | $15,602 | 455 | 0.00 | 0.00 | -71 | -13.50 | 12-31-2023 |
| COUSINS PPTYS INC | cs | 5254 | $15,536 | 638 | 0.00 | 0.00 | 582 | 1039.29 | 12-31-2023 |
