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 |
|---|---|---|---|---|---|---|---|---|---|
| BRADY CORP CL A | Stock | 1701 | $5,454 | 92 | 0.00 | 92 | +Inf | 03-31-2024 | |
| ALPS SECTOR DIVIDEND DOGS ETF | ETF | 1702 | $5,449 | 101 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SUMMIT MATLS INC CL A | Stock | 1703 | $5,438 | 122 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MASONITE INTL CORP COM | Stock | 1704 | $5,389 | 41 | 0.00 | 0.00 | -200 | -82.99 | 03-31-2024 |
