Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CENTER FOR FINANCIAL PLANNING INC | 04-25-2024 | 03-31-2024 | 608 | 669,022,074 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MERCANTILE BK CORP | COM | 501 | $10,893 | 283 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIDELITY NATL INFORMATION SV | COM | 502 | $10,831 | 146 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | MSCI CHINA ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| JOBY AVIATION INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 1,582 | +Inf | 03-31-2024 |
