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 |
|---|---|---|---|---|---|---|---|---|---|
| ELLSWORTH GROWTH & INCOME FD | mf | 9801 | $695 | 86 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| M/I HOMES INC | cs | 9802 | $689 | 5 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AXOGEN INC | cs | 9803 | $683 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GOHEALTH INC | cs | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
