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 |
|---|---|---|---|---|---|---|---|---|---|
| CROWN HLDGS INC | cs | 6601 | $6,998 | 76 | 0.00 | 0.00 | 5 | 7.04 | 12-31-2023 |
| EA SERIES TRUST | mc | 6602 | $6,984 | 177 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CRESCENT CAP BDC INC | cs | 6603 | $6,952 | 400 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FLOOR & DECOR HLDGS INC | cs | 6604 | $6,943 | 62 | 0.00 | 0.00 | -860 | -93.28 | 12-31-2023 |
