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 |
|---|---|---|---|---|---|---|---|---|---|
| BJS WHSL CLUB HLDGS INC | cs | 7951 | $2,933 | 44 | 0.00 | 0.00 | -46 | -51.11 | 12-31-2023 |
| NUSHARES ETF TR | mc | 7952 | $2,912 | 92 | 0.00 | 0.00 | 1 | 1.10 | 12-31-2023 |
| SKY HARBOUR GROUP CORPORATIO | cs | 7953 | $2,898 | 300 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PDC ENERGY INC | cs | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
