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 TR | mc | 651 | $1,090,949 | 49,120 | 0.00 | 0.00 | 5,179 | 11.79 | 12-31-2023 |
| UNITED PARCEL SERVICE INC | cs | 652 | $1,084,988 | 6,899 | 0.00 | 0.00 | 572 | 9.04 | 12-31-2023 |
| GARTNER INC | cs | 653 | $1,083,105 | 2,401 | 0.00 | 0.00 | 2,265 | 1665.44 | 12-31-2023 |
| SOUTHERN CO | cs | 654 | $1,079,861 | 15,399 | 0.00 | 0.00 | -7,358 | -32.33 | 12-31-2023 |
