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
22ND CENTY GROUP INC COM NEW 4051 $3,167 17,008 0.00 17,008 +Inf 12-31-2023
HYZON MOTORS INC COM CL A Liquidated $0 0 0.00 2,463 +Inf 12-31-2023
ADVISORSHARES TR PURE CANNABIS Liquidated $0 0 0.00 893 +Inf 12-31-2023
VANECK ETF TRUST FALLEN ANGEL HG Liquidated $0 0 0.00 109 +Inf 12-31-2023
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