Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CREATIVE PLANNING | 02-14-2024 | 12-31-2023 | 4406 | 53,924,348,387 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CONMED CORP | COM | 1601 | $750,253 | 6,851 | 0.00 | 0.00 | 3,422 | 99.80 | 12-31-2023 |
| ESCO TECHNOLOGIES INC | COM | 1602 | $749,109 | 6,401 | 0.00 | 0.00 | 1,420 | 28.51 | 12-31-2023 |
| FIRST TR LRGE CP CORE ALPHA | COM SHS | 1603 | $749,002 | 8,307 | 0.00 | 0.00 | 75 | 0.91 | 12-31-2023 |
| TIMBERLAND BANCORP INC | COM | 1604 | $748,748 | 23,800 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
