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 |
|---|---|---|---|---|---|---|---|---|---|
| GOLD ROYALTY CORP | COMMON SHARES | 3751 | $24,605 | 16,738 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ADVISORSHARES TR | DORSEY WRIGT ADR | Liquidated | $0 | 0 | 0.00 | 500 | +Inf | 12-31-2023 | |
| ACNB CORP | COM | Liquidated | $0 | 0 | 0.00 | 771 | +Inf | 12-31-2023 | |
| FOSSIL GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 836 | 7.65 | 12-31-2023 |
