Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GAME PLAN FINANCIAL ADVISORS LLC | 08-01-2024 | 06-30-2024 | 390 | 202,938,840 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DWS CROCI EQUITY DIVIDEND A | MFA | 351 | $28,973 | 535 | 0.00 | 0.02 | -288 | -34.99 | 06-30-2024 |
| SUNCOR ENERGY INC F | FGC | 352 | $28,575 | 750 | 0.00 | 0.00 | 250 | 50.00 | 06-30-2024 |
| GE VERNOVA INC | COM | 353 | $28,470 | 166 | 0.00 | 166 | +Inf | 06-30-2024 | |
| OAKMARK INVESTOR | MFA | 354 | $27,455 | 195 | 0.00 | 0.00 | -1 | -0.51 | 06-30-2024 |
