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 |
|---|---|---|---|---|---|---|---|---|---|
| EMERSON ELEC CO | cs | 851 | $736,869 | 7,569 | 0.00 | 0.00 | -1,938 | -20.38 | 12-31-2023 |
| TWO RDS SHARED TR | cs | Liquidated | $0 | 0 | 0.00 | 0.00 | -58,726 | -41.42 | 12-31-2023 |
| FIDELITY COMWLTH TR | cs | 853 | $708,144 | 11,954 | 0.00 | 0.00 | 21 | 0.18 | 12-31-2023 |
| CINTAS CORP | cs | 854 | $706,341 | 1,172 | 0.00 | 0.00 | 74 | 6.74 | 12-31-2023 |
