Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | 05-01-2024 | 03-31-2024 | 1669 | 1,057,296,481 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EPAM SYS INC COM | Stock | 1401 | $10,770 | 39 | 0.00 | 39 | +Inf | 03-31-2024 | |
| LTC PPTYS INC COM | REIT | 1402 | $10,761 | 331 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CAPSTONE GREEN ENERGY CORP COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,500 | 20.13 | 12-31-2023 |
| MARKEL GROUP INC COM | Stock | 1404 | $10,650 | 7 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
