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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES U S ETF TR | mc | 6251 | $8,214 | 186 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MERCURY GENL CORP NEW | cs | 6252 | $8,208 | 220 | 0.00 | 0.00 | -16 | -6.78 | 12-31-2023 |
| B. RILEY FINANCIAL INC | cs | 6253 | $8,175 | 389 | 0.00 | 0.00 | 4 | 1.04 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | mc | 6254 | $8,171 | 307 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
