Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DFPG INVESTMENTS LLC | 11-13-2023 | 09-30-2023 | 575 | 1,075,346,933 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 601 | $263,977 | 3,839 | 0.00 | 0.00 | 200 | 5.50 | 09-30-2023 |
| AMERICAN ELEC PWR CO INC | COM | 602 | $263,117 | 3,406 | 0.00 | 0.00 | -91 | -2.60 | 09-30-2023 |
| ELEVANCE HEALTH INC | COM | 603 | $260,564 | 575 | 0.00 | 0.00 | 46 | 8.70 | 09-30-2023 |
| TRACTOR SUPPLY CO | COM | 604 | $260,177 | 1,334 | 0.00 | 1,334 | +Inf | 09-30-2023 |
