Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CREATIVE PLANNING 08-14-2024 06-30-2024 22626 93,667,207,617
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
KNIGHTSCOPE INC CLASS A COM 4351 $3,869 12,606 0.00 12,606 +Inf 06-30-2024
ALIGOS THERAPEUTICS INC COM 4352 $3,518 10,050 0.00 0.00 0 0.00 06-30-2024
22ND CENTY GROUP INC COM NEW Liquidated $0 0 0.00 17,008 +Inf 06-30-2024
CAMBER ENERGY INC COM 4354 $2,462 20,955 0.00 20,955 +Inf 06-30-2024
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