Center for Financial Planning, Inc.

13F filer, CIK 1803557, SOUTHFIED, MI

Center for Financial Planning, Inc. reported $737,007,676 across 580 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-16. Its ten largest share positions make up 78.18% of the portfolio.

Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001803557-24-000005

Period: 2024-09-30
Reported value: $737M
Holdings: 580
Top 10 weight: 78.18%
New: 33
Sold out: 38

Largest buys vs the previous quarter

Security	Shares change	Approx. value
AGGadded	+40,381	$4.09M
AVGOadded	+7,619	$1.31M
IEFAadded	+12,455	$972K
VBadded	+2,822	$669K
MCDadded	+1,941	$591K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
CSCOreduced	-18,501	-$985K
SPYreduced	-1,185	-$680K
AAPLreduced	-1,917	-$447K
MSFTreduced	-968	-$417K
ADCreduced	-4,597	-$346K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001803557-24-000005, largest first. % of portfolio is the value over $737,007,676, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VOOVANGUARD INDEX FDS	526,285	$278M	37.68%	+973	Timeline
IEFAISHARES TR	1,037,352	$81M	10.99%	+12,455	Timeline
AGGISHARES TR	534,356	$54.1M	7.34%	+40,381	Timeline
VBRVANGUARD INDEX FDS	247,971	$49.8M	6.76%	+2,077	Timeline
VBVANGUARD INDEX FDS	148,490	$35.2M	4.78%	+2,822	Timeline
VWOVANGUARD INTL EQUITY INDEX F	539,007	$25.8M	3.5%	+2,928	Timeline
QUALISHARES TR	98,322	$17.6M	2.39%	-733	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	19	$13.1M	1.78%	0	Timeline
MSFTMICROSOFT CORP	29,697	$12.8M	1.73%	-968	Timeline
VXUSVANGUARD STAR FDS	139,588	$9.04M	1.23%	-4,522	Timeline
AAPLAPPLE INC	29,073	$6.77M	0.92%	-1,917	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	13,228	$6.09M	0.83%	-372	Timeline
AMZNAMAZON COM INC	23,576	$4.39M	0.6%	-1,624	Timeline
JPMJPMORGAN CHASE & CO	17,411	$3.67M	0.5%	-642	Timeline
VBKVANGUARD INDEX FDS	13,322	$3.56M	0.48%	-248	Timeline
GOOGALPHABET INC	20,416	$3.41M	0.46%	-1,463	Timeline
PGPROCTER & GAMBLE CO	19,474	$3.37M	0.46%	-255	Timeline
VUGVANGUARD INDEX FDS	8,321	$3.19M	0.43%	0	Timeline
ABBVABBVIE INC	14,742	$2.91M	0.4%	-303	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	5,053	$2.9M	0.39%	-1,185	Timeline
NEENEXTERA ENERGY INC	34,214	$2.89M	0.39%	-790	Timeline
RJFRAYMOND JAMES FINL INC	23,346	$2.86M	0.39%	-657	Timeline
IJHISHARES TR	40,486	$2.52M	0.34%	+333	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	3,967	$2.45M	0.33%	-141	Timeline
JNJJOHNSON & JOHNSON	15,063	$2.44M	0.33%	-288	Timeline
VGTVANGUARD WORLD FD	3,977	$2.33M	0.32%	+56	Timeline
MSIMOTOROLA SOLUTIONS INC	5,030	$2.26M	0.31%	-270	Timeline
CLCOLGATE PALMOLIVE CO	21,512	$2.23M	0.3%	-787	Timeline
PEPPEPSICO INC	12,656	$2.15M	0.29%	+2,293	Timeline
EAGGISHARES TR	42,538	$2.07M	0.28%	+408	Timeline
CRMSALESFORCE INC	7,350	$2.01M	0.27%	-338	Timeline
ABTABBOTT LABORATORIES	17,013	$1.94M	0.26%	-831	Timeline
CVXCHEVRON CORPORATION	12,954	$1.91M	0.26%	-607	Timeline
VTIVANGUARD INDEX FDS	6,624	$1.88M	0.25%	-151	Timeline
HDHOME DEPOT INC	4,629	$1.88M	0.25%	-574	Timeline
AXPAMERICAN EXPRESS CO	6,760	$1.83M	0.25%	-442	Timeline
SYKSTRYKER CORPORATION	5,048	$1.82M	0.25%	-275	Timeline
XOMEXXON MOBIL CORP	14,884	$1.74M	0.24%	-835	Timeline
VTVVANGUARD INDEX FDS	9,916	$1.73M	0.23%	-1,102	Timeline
MRKMERCK & CO INC	14,680	$1.67M	0.23%	-483	Timeline
KOCOCA COLA CO	23,197	$1.67M	0.23%	-927	Timeline
MCKMCKESSON CORP	3,248	$1.61M	0.22%	-129	Timeline
MCDMCDONALDS CORP	5,221	$1.59M	0.22%	+1,941	Timeline
VVVANGUARD INDEX FDS	5,733	$1.51M	0.2%	+2	Timeline
AVGOBROADCOM INC	8,499	$1.47M	0.2%	+7,619	Timeline
ETNEATON CORP PLC	4,313	$1.43M	0.19%	-211	Timeline
VOVANGUARD INDEX FDS	5,096	$1.34M	0.18%	0	Timeline
VSSVANGUARD INTL EQUITY INDEX F	10,358	$1.3M	0.18%	-898	Timeline
GOOGLALPHABET INC	7,741	$1.28M	0.17%	+67	Timeline
IJRISHARES TR	10,809	$1.26M	0.17%	+38	Timeline
UNPUNION PAC CORP	4,717	$1.16M	0.16%	-453	Timeline
ITWILLINOIS TOOL WKS INC	4,346	$1.14M	0.15%	-539	Timeline
SPGIS&P GLOBAL INC	2,108	$1.09M	0.15%	0	Timeline
MMM3M CO	7,462	$1.02M	0.14%	-709	Timeline
AMTAMERICAN TOWER CORP	4,314	$1M	0.14%	-469	Timeline
VEAVANGUARD TAX-MANAGED FDS	18,192	$961K	0.13%	-31	Timeline
OMCOMNICOM GROUP INC	9,220	$953K	0.13%	-295	Timeline
TSLATESLA INC	3,392	$887K	0.12%	+2	Timeline
PRFINVESCO EXCHANGE TRADED FD T	20,798	$845K	0.11%	-4,406	Timeline
GISGENERAL MILLS INC	11,170	$825K	0.11%	-1,520	Timeline
WMTWALMART INC	10,134	$818K	0.11%	+16	Timeline
TTTRANE TECHNOLOGIES PLC	2,086	$811K	0.11%	0	Timeline
PGRPROGRESSIVE CORP	3,171	$805K	0.11%	-193	Timeline
IWNISHARES TR	4,760	$794K	0.11%	-120	Timeline
FFORD MTR CO	73,740	$779K	0.11%	-1,216	Timeline
ADCAGREE RLTY CORP	10,237	$771K	0.1%	-4,597	Timeline
DHRDANAHER CORP DEL	2,763	$768K	0.1%	-388	Timeline
DFUSDIMENSIONAL ETF TRUST	12,183	$758K	0.1%	0	Timeline
EMREMERSON ELEC CO	6,763	$740K	0.1%	-939	Timeline
IWRISHARES TR	8,244	$727K	0.1%	+11	Timeline
IWMISHARES TR	3,230	$713K	0.1%	0	Timeline
NVDANVIDIA CORPORATION	5,827	$708K	0.1%	+154	Timeline
IJSISHARES TR	6,572	$708K	0.1%	0	Timeline
DTEDTE ENERGY CO	5,329	$684K	0.09%	+382	Timeline
LLYELI LILLY & CO	772	$684K	0.09%	+11	Timeline
IBMINTERNATIONAL BUSINESS MACHS	3,061	$677K	0.09%	0	Timeline
PMPHILIP MORRIS INTL INC	5,528	$671K	0.09%	0	Timeline
MPCMARATHON PETE CORP	4,068	$663K	0.09%	-10	Timeline
UNHUNITEDHEALTH GROUP INC	1,113	$651K	0.09%	+294	Timeline
VDEVANGUARD WORLD FD	5,107	$625K	0.08%	+161	Timeline
CSCOCISCO SYS INC	11,476	$611K	0.08%	-18,501	Timeline
RBLXROBLOX CORP	13,645	$604K	0.08%	-4,077	Timeline
METAMETA PLATFORMS INC	1,038	$594K	0.08%	+50	Timeline
DOVDOVER CORP	3,074	$589K	0.08%	0	Timeline
DFUVDIMENSIONAL ETF TRUST	13,216	$551K	0.07%	0	Timeline
SCHVSCHWAB STRATEGIC TR	6,511	$523K	0.07%	0	Timeline
APDAIR PRODUCTS AND CHEMICALS I	1,736	$517K	0.07%	-323	Timeline
VTEBVANGUARD MUN BD FDS	10,048	$514K	0.07%	0	Timeline
CBCHUBB LIMITED	1,738	$501K	0.07%	-995	Timeline
AMDADVANCED MICRO DEVICES INC	3,049	$500K	0.07%	+146	Timeline
IVVISHARES TR	866	$500K	0.07%	0	Timeline
QQQINVESCO QQQ TR	1,002	$489K	0.07%	0	Timeline
MDTMEDTRONIC PLC	5,308	$478K	0.06%	-279	Timeline
NXPINXP SEMICONDUCTORS N V	1,977	$475K	0.06%	0	Timeline
PFEPFIZER INC	16,100	$466K	0.06%	-630	Timeline
VZVERIZON COMMUNICATIONS INC	10,209	$458K	0.06%	-5,371	Timeline
EFVISHARES TR	7,611	$438K	0.06%	0	Timeline
CMCSACOMCAST CORP NEW	10,427	$436K	0.06%	-133	Timeline
CMECME GROUP INC	1,956	$432K	0.06%	0	Timeline
EFAISHARES TR	5,103	$427K	0.06%	0	Timeline
UPSUNITED PARCEL SVCS INC	3,122	$426K	0.06%	0	Timeline
VVISA INC	1,512	$416K	0.06%	+9	Timeline
USBUS BANCORP	9,029	$413K	0.06%	0	Timeline
FISVFISERV INC	2,297	$413K	0.06%	0	Timeline
IWFISHARES TR	1,098	$412K	0.06%	0	Timeline
MDLZMONDELEZ INTL INC	5,470	$403K	0.05%	0	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	2,488	$400K	0.05%	0	Timeline
IQVIQVIA HLDGS INC	1,612	$382K	0.05%	0	Timeline
LHXL3HARRIS TECHNOLOGIES INC	1,568	$373K	0.05%	0	Timeline
HBANHUNTINGTON BANCSHARES INC	24,808	$365K	0.05%	0	Timeline
RTXRTX CORPORATION	2,972	$360K	0.05%	0	Timeline
DISDISNEY WALT CO	3,724	$358K	0.05%	-29	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	4,006	$357K	0.05%	+71	Timeline
TAT&T INC	15,974	$351K	0.05%	+216	Timeline
BBYBEST BUY INC	3,389	$350K	0.05%	+20	Timeline
DRIDARDEN RESTAURANTS INC	2,075	$341K	0.05%	0	Timeline
ADIANALOG DEVICES INC	1,395	$321K	0.04%	new	Timeline
IYWISHARES TR	2,100	$318K	0.04%	0	Timeline
ALLALLSTATE CORP	1,674	$317K	0.04%	+1	Timeline
ARISTA NETWORKS INCARISTA NETWORKS INC	800	$307K	0.04%	0
DVNDEVON ENERGY CORP NEW	7,840	$307K	0.04%	-120	Timeline
FISFIDELITY NATL INFORMATION SV	3,617	$303K	0.04%	+3,471	Timeline
TJXTJX COS INC NEW	2,568	$302K	0.04%	-797	Timeline
MOALTRIA GROUP INC	5,899	$301K	0.04%	0	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	5,178	$298K	0.04%	+4,928	Timeline
BIVVANGUARD BD INDEX FDS	3,650	$286K	0.04%	0	Timeline
NFLXNETFLIX INC.	400	$284K	0.04%	0	Timeline
COSTCOSTCO WHOLESALE CORPORATION	311	$276K	0.04%	0	Timeline
ORCLORACLE CORP	1,610	$274K	0.04%	0	Timeline
JCIJOHNSON CONTROLS INTERNATION	3,499	$272K	0.04%	+14	Timeline
PSAPUBLIC STORAGE	736	$268K	0.04%	0	Timeline
VNQVANGUARD INDEX FDS	2,671	$260K	0.04%	-17	Timeline
LMTLOCKHEED MARTIN CORP	443	$259K	0.04%	0	Timeline
SWKSTANLEY BLACK & DECKER INC	2,308	$254K	0.03%	-826	Timeline
EWEDWARDS LIFESCIENCES CORP	3,847	$254K	0.03%	0	Timeline
DANDANA INC	24,000	$253K	0.03%	0	Timeline
YUMYUM BRANDS INC	1,802	$252K	0.03%	+1,738	Timeline
HSICSCHEIN HENRY INC	3,406	$248K	0.03%	0	Timeline
AMGNAMGEN INC	750	$242K	0.03%	-52	Timeline
FANGDIAMONDBACK ENERGY INC	1,362	$235K	0.03%	+1	Timeline
STESTERIS PLC	967	$235K	0.03%	0	Timeline
IYRISHARES TR	2,286	$233K	0.03%	0	Timeline
ROKROCKWELL AUTOMATION INC	867	$233K	0.03%	-145	Timeline
SLYVSPDR SERIES TRUST	2,677	$232K	0.03%	+10	Timeline
SDYSPDR SERIES TRUST	1,633	$232K	0.03%	-30	Timeline
VYMVANGUARD WHITEHALL FDS	1,771	$227K	0.03%	0	Timeline
AONAON PLC	653	$226K	0.03%	-200	Timeline
GEGE AEROSPACE	1,174	$221K	0.03%	0	Timeline
WPPWPP PLC NEW	4,176	$214K	0.03%	-2,490	Timeline
BACBANK OF AMER CORP	5,251	$208K	0.03%	+330	Timeline
IWOISHARES TR	714	$203K	0.03%	0	Timeline
AORISHARES TR	3,320	$197K	0.03%	+25	Timeline
ELVELEVANCE HEALTH INC FORMERLY	375	$195K	0.03%	0	Timeline
LCNBLCNB CORP	12,664	$191K	0.03%	0	Timeline
PRFZINVESCO EXCHANGE TRADED FD T	4,340	$180K	0.02%	-70	Timeline
DIASTATE STR SPDR DOW JONES IND	406	$172K	0.02%	-67	Timeline
HALHALLIBURTON CO	5,740	$167K	0.02%	+1	Timeline
DUKDUKE ENERGY CORP NEW	1,408	$162K	0.02%	0	Timeline
AJGGALLAGHER ARTHUR J & CO	535	$151K	0.02%	0	Timeline
MAMASTERCARD INCORPORATED	300	$148K	0.02%	0	Timeline
HRBBLOCK H & R INC	2,303	$146K	0.02%	0	Timeline
CVSACOVISTA INC	1,910	$144K	0.02%	0	Timeline
DTMDT MIDSTREAM INC	1,787	$141K	0.02%	+144	Timeline
LUVSOUTHWEST AIRLS CO	4,633	$137K	0.02%	+3,298	Timeline
CATCATERPILLAR INC	350	$137K	0.02%	0	Timeline
IWYISHARES TR	618	$136K	0.02%	0	Timeline
QCOMQUALCOMM INC	796	$135K	0.02%	0	Timeline
DXCMDEXCOM INC	1,930	$129K	0.02%	0	Timeline
VFQYVANGUARD WELLINGTON FD	900	$129K	0.02%	0	Timeline
PPGPPG INDS INC	968	$128K	0.02%	0	Timeline
ISRGINTUITIVE SURGICAL INC	258	$127K	0.02%	0	Timeline
ELLAUDER ESTEE COS INC	1,249	$124K	0.02%	+22	Timeline
NUENUCOR CORP	822	$124K	0.02%	-4	Timeline
VOEVANGUARD INDEX FDS	736	$123K	0.02%	-1	Timeline
AFLAFLAC INC	1,100	$123K	0.02%	0	Timeline
ESEVERSOURCE ENERGY	1,803	$123K	0.02%	0	Timeline
DFATDIMENSIONAL ETF TRUST	2,100	$117K	0.02%	0	Timeline
CACICACI INTL INC	225	$114K	0.02%	0	Timeline
LSTRLANDSTAR SYS INC	600	$113K	0.02%	0	Timeline
OGEOGE ENERGY CORP	2,738	$112K	0.02%	0	Timeline
IDXXIDEXX LABS INC	221	$112K	0.02%	0	Timeline
CVSCVS HEALTH CORP	1,702	$107K	0.01%	-164	Timeline
IWBISHARES TR	332	$104K	0.01%	0	Timeline
CARRCARRIER GLOBAL CORPORATION	1,295	$104K	0.01%	-29	Timeline
ESSESSEX PPTY TR INC	350	$103K	0.01%	0	Timeline
JBLJABIL INC	837	$100K	0.01%	0	Timeline
BXBLACKSTONE INC	650	$99.5K	0.01%	0	Timeline
DFASDIMENSIONAL ETF TRUST	1,518	$98.5K	0.01%	0	Timeline
TGTTARGET CORP	623	$97.1K	0.01%	+40	Timeline
DDDUPONT DE NEMOURS INC	1,070	$95.3K	0.01%	+558	Timeline
BSVVANGUARD BD INDEX FDS	1,140	$89.7K	0.01%	0	Timeline
VIGVANGUARD SPECIALIZED FUNDS	433	$85.8K	0.01%	-310	Timeline
EPDENTERPRISE PRODS PARTNERS L	2,932	$85.4K	0.01%	0	Timeline
USPHU S PHYSICAL THERAPY	1,001	$84.7K	0.01%	0	Timeline
BMYBRISTOL-MYERS SQUIBB CO	1,613	$83.5K	0.01%	-95	Timeline
BPBP PLC	2,654	$83.3K	0.01%	0	Timeline
PPLPPL CORP	2,498	$82.6K	0.01%	0	Timeline
YUMCYUM CHINA HLDGS INC	1,827	$82.2K	0.01%	+1,681	Timeline
IJJISHARES TR	660	$81.6K	0.01%	0	Timeline
DOWDOW HLDGS INC	1,469	$80.3K	0.01%	+566	Timeline
SMARTSHEET INC. (CLASS A)SMARTSHEET INC. (CLASS A)	1,432	$79.3K	0.01%	0
SCHDSCHWAB STRATEGIC TR	934	$79K	0.01%	-195	Timeline
OTISOTIS WORLDWIDE CORP	752	$78.2K	0.01%	-68	Timeline
IVWISHARES TR	814	$77.9K	0.01%	0	Timeline
BABOEING CO	502	$76.3K	0.01%	-364	Timeline
CACCCREDIT ACCEP CORP MICH	170	$75.4K	0.01%	-500	Timeline
DTDWISDOMTREE TR	982	$75.3K	0.01%	0	Timeline
MCOMOODYS CORP	158	$75K	0.01%	0	Timeline
USRTISHARES TR	1,214	$74.7K	0.01%	-425	Timeline
JMEEJ P MORGAN EXCHANGE TRADED F	1,223	$74.6K	0.01%	0	Timeline
ESGUISHARES TR	588	$74.2K	0.01%	0	Timeline
IWDISHARES TR	390	$74K	0.01%	0	Timeline
PYPLPAYPAL HLDGS INC	947	$73.9K	0.01%	+152	Timeline
RMDRESMED INC	300	$73.2K	0.01%	0	Timeline
AMATAPPLIED MATLS INC	359	$72.5K	0.01%	+170	Timeline
INTUINTUIT	115	$71.4K	0.01%	0	Timeline
STTSTATE STR CORP	800	$70.8K	0.01%	0	Timeline
HWMHOWMET AEROSPACE INC	700	$70.2K	0.01%	0	Timeline
ASANASANA INC	6,000	$69.5K	0.01%	new	Timeline
FEFIRSTENERGY CORP	1,559	$69.1K	0.01%	0	Timeline
EDCONSOLIDATED EDISON INC	660	$68.7K	0.01%	0	Timeline
MRNAMODERNA INC	988	$66K	0.01%	0	Timeline
VPUVANGUARD WORLD FD	375	$65.3K	0.01%	0	Timeline
KRKROGER CO	1,126	$64.5K	0.01%	+1,026	Timeline
FVDFIRST TR EXCHANGE-TRADED FD	1,409	$64.1K	0.01%	new	Timeline
OKEONEOK INC NEW	697	$63.5K	0.01%	0	Timeline
MFCMANULIFE FINL CORP	2,074	$61.3K	0.01%	0	Timeline
HEIHEICO CORP NEW	233	$60.9K	0.01%	0	Timeline
GEVGE VERNOVA INC	236	$60.2K	0.01%	-45	Timeline
EQIXEQUINIX INC	67	$59.6K	0.01%	0	Timeline
GNTXGENTEX CORP	2,000	$59.4K	0.01%	0	Timeline
VEUVANGUARD INTL EQUITY INDEX F	941	$59.3K	0.01%	0	Timeline
COINCOINBASE GLOBAL INC	332	$59.2K	0.01%	0	Timeline
ADMARCHER DANIELS MIDLAND CO	984	$58.8K	0.01%	0	Timeline
IEMGISHARES INC	989	$56.8K	0.01%	0	Timeline
ADPAUTOMATIC DATA PROCESSING IN	205	$56.7K	0.01%	0	Timeline
EGPEASTGROUP PPTYS INC	300	$56K	0.01%	0	Timeline
SYFSYNCHRONY FINANCIAL	1,095	$54.6K	0.01%	+1	Timeline
SLBSLB LIMITED	1,272	$53.4K	0.01%	-33	Timeline
SGOLETFS GOLD TR	2,100	$52.8K	0.01%	0	Timeline
VHTVANGUARD WORLD FD	187	$52.8K	0.01%	0	Timeline
CTVACORTEVA INC	892	$52.4K	0.01%	+551	Timeline
ADBEADOBE INC	101	$52.3K	0.01%	0	Timeline
AZNASTRAZENECA PLC-SPONS ADR	671	$52.3K	0.01%	0	Timeline
RDDTREDDIT INC	793	$52.3K	0.01%	new	Timeline
ACMAECOM	500	$51.6K	0.01%	0	Timeline
WDFCWD 40 CO	200	$51.6K	0.01%	0	Timeline
TMUST-MOBILE US INC	249	$51.4K	0.01%	0	Timeline
EXCEXELON CORP	1,265	$51.3K	0.01%	0	Timeline
DJTTRUMP MEDIA & TECHNOLOGY GRO	3,189	$51.2K	0.01%	+3,000	Timeline
PANWPALO ALTO NETWORKS INC	147	$50.2K	0.01%	0	Timeline
JPREJ P MORGAN EXCHANGE TRADED F	981	$50K	0.01%	0	Timeline
EIXEDISON INTL	570	$49.6K	0.01%	0	Timeline
CITHE CIGNA GROUP	143	$49.5K	0.01%	0	Timeline
METMETLIFE INC	597	$49.2K	0.01%	0	Timeline
ENRENERGIZER HLDGS INC	1,542	$49K	0.01%	0	Timeline
AFGAMERICAN FINANCIAL GROUP INC	363	$48.9K	0.01%	0	Timeline
UBERUBER TECHNOLOGIES INC	650	$48.9K	0.01%	0	Timeline
SOSOUTHERN CO	540	$48.7K	0.01%	0	Timeline
URIUNITED RENTALS INC	60	$48.6K	0.01%	0	Timeline
CEGCONSTELLATION ENERGY CORP	185	$48.1K	0.01%	0	Timeline
SOLVSOLVENTUM CORP	689	$48K	0.01%	-1,326	Timeline
TRMKTRUSTMARK CORP	1,500	$47.7K	0.01%	0	Timeline
NOWSERVICENOW INC	53	$47.4K	0.01%	0	Timeline
BNDVANGUARD BD INDEX FDS	631	$47.4K	0.01%	0	Timeline
VCRVANGUARD WORLD FD	136	$46.3K	0.01%	0	Timeline
CRWDCROWDSTRIKE HLDGS INC	164	$46K	0.01%	0	Timeline
ESGDISHARES TR	545	$45.9K	0.01%	0	Timeline
CBUCOMMUNITY FINANCIAL SYSTEM I	780	$45.3K	0.01%	0	Timeline
COHRCOHERENT CORP	500	$44.5K	0.01%	0	Timeline
MARATHON OIL CORPMARATHON OIL CORP	1,631	$43.4K	0.01%	0
MASMASCO CORP	517	$43.4K	0.01%	0	Timeline
BLFSBIOLIFE SOLUTIONS INC	1,714	$42.9K	0.01%	0	Timeline
IAUISHARES GOLD TR	850	$42.2K	0.01%	0	Timeline
HONHONEYWELL INTL INC	204	$42.2K	0.01%	0	Timeline
BOXBOX INC	1,250	$40.9K	0.01%	0	Timeline
MGCVANGUARD WORLD FD	195	$40.3K	0.01%	0	Timeline
SPHQINVESCO EXCHANGE TRADED FD T	597	$40.2K	0.01%	0	Timeline
IOOISHARES TR	404	$40.1K	0.01%	0	Timeline
SWSMURFIT WESTROCK PLC	809	$40K	0.01%	new	Timeline
ENBENBRIDGE INC	943	$38.3K	0.01%	0	Timeline
INTCINTEL CORP	1,614	$37.9K	0.01%	+178	Timeline
STZCONSTELLATION BRANDS INC	145	$37.4K	0.01%	0	Timeline
DDOMINION ENERGY INC	641	$37K	0.01%	0	Timeline
OREALTY INCOME CORP	580	$36.8K	<0.01%	0	Timeline
BLDTOPBUILD COR	90	$36.6K	<0.01%	0	Timeline
SCHFSCHWAB STRATEGIC TR	887	$36.5K	<0.01%	+40	Timeline
ALTGALTA EQUIPMENT GROUP INC	5,310	$35.8K	<0.01%	+1,493	Timeline
ARTYISHARES TR	1,029	$35.2K	<0.01%	0	Timeline
MAG SILVER CORPMAG SILVER CORP	2,500	$35.1K	<0.01%	0
MMDNYLIM MACKAY DEFINEDTERM MUN	2,000	$33.7K	<0.01%	0	Timeline
XLFSELECT SECTOR SPDR TR	725	$32.9K	<0.01%	0	Timeline
KKELLANOVA	400	$32.3K	<0.01%	0	Timeline
IYFISHARES TR	310	$32.2K	<0.01%	0	Timeline
WECWEC ENERGY GROUP INC	333	$32K	<0.01%	0	Timeline
ZTSZOETIS INC	163	$31.8K	<0.01%	0	Timeline
FXUFIRST TR EXCHANGE-TRADED FD	825	$31.7K	<0.01%	0	Timeline
LLOEWS CORP	400	$31.6K	<0.01%	0	Timeline
BHPBHP BILLITON LIMITED	500	$31.1K	<0.01%	0	Timeline
BNDXVANGUARD CHARLOTTE FDS	610	$30.7K	<0.01%	0	Timeline
EEMISHARES TR	656	$30.1K	<0.01%	0	Timeline
PIDINVESCO EXCHANGE TRADED FD T	1,521	$30.1K	<0.01%	0	Timeline
GEHCGE HEALTHCARE TECHNOLOGIES I	316	$29.7K	<0.01%	-54	Timeline
AWKAMERICAN WTR WKS CO INC NEW	200	$29.2K	<0.01%	0	Timeline
PHPARKER-HANNIFIN CORP	46	$29.1K	<0.01%	0	Timeline
FJULFIRST TR EXCHNG TRADED FD VI	600	$28.9K	<0.01%	0	Timeline
GLWCORNING INC	620	$28K	<0.01%	-50	Timeline
DELLDELL TECHNOLOGIES INC	234	$27.7K	<0.01%	-250	Timeline
WBDWARNER BROS DISCOVERY INC	3,293	$27.2K	<0.01%	+137	Timeline
FBINFORTUNE BRANDS INNOVATIONS I	300	$26.9K	<0.01%	0	Timeline
RGENREPLIGEN CORP	175	$26K	<0.01%	0	Timeline
HPQHP INC	695	$24.9K	<0.01%	0	Timeline
RMAXRE/MAX HLDGS INC	2,000	$24.9K	<0.01%	0	Timeline
XGDVXGABELLI DIVID & INCOME TR	1,000	$24.4K	<0.01%	0	Timeline
CLXCLOROX CO DEL	150	$24.4K	<0.01%	-173	Timeline
NVSNOVARTIS AG	210	$24.2K	<0.01%	0	Timeline
LOWLOWES COS INC	89	$24.1K	<0.01%	+20	Timeline
BLACKROCK INCBLACKROCK INC	25	$23.7K	<0.01%	0
PLPCPREFORMED LINE PRODS CO	185	$23.7K	<0.01%	0	Timeline
LOBLIVE OAK BANCSHARES INC	500	$23.7K	<0.01%	0	Timeline
XYLXYLEM INC	175	$23.6K	<0.01%	-75	Timeline
STWDSTARWOOD PPTY TR INC	1,157	$23.6K	<0.01%	0	Timeline
VRTXVERTEX PHARMACEUTICALS INC	50	$23.3K	<0.01%	0	Timeline
IRTINDEPENDENCE RLTY TR INC	1,134	$23.2K	<0.01%	0	Timeline
SPSMSPDR SERIES TRUST	500	$22.8K	<0.01%	0	Timeline
PFGPRINCIPAL FINANCIAL GROUP IN	264	$22.7K	<0.01%	0	Timeline
XLISELECT SECTOR SPDR TR	165	$22.3K	<0.01%	0	Timeline
VXFVANGUARD INDEX FDS	122	$22.2K	<0.01%	0	Timeline
AIGAMERICAN INTL GROUP INC	300	$22K	<0.01%	0	Timeline
FHLCFIDELITY COVINGTON TRUST	300	$21.8K	<0.01%	0	Timeline
CMACOMERICA INC	364	$21.8K	<0.01%	-22	Timeline
ZSZSCALER INC	124	$21.2K	<0.01%	0	Timeline
DFEBFIRST TR EXCHNG TRADED FD VI	500	$20.9K	<0.01%	0	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	120	$20.8K	<0.01%	new	Timeline
SHWSHERWIN WILLIAMS CO	54	$20.6K	<0.01%	0	Timeline
NVONOVO-NORDISK A S	170	$20.2K	<0.01%	+70	Timeline
RUNSUNRUN INC	1,104	$19.9K	<0.01%	0	Timeline
CORCENCORA INC	88	$19.8K	<0.01%	0	Timeline
LENLENNAR CORP	105	$19.7K	<0.01%	0	Timeline
FNBF N B CORP	1,385	$19.5K	<0.01%	0	Timeline
VLOVALERO ENERGY CORP	144	$19.4K	<0.01%	0	Timeline
TXNTEXAS INSTRS INC	94	$19.4K	<0.01%	0	Timeline
ROSTROSS STORES INC	126	$19K	<0.01%	0	Timeline
FNDFLOOR & DECOR HLDGS INC	150	$18.6K	<0.01%	0	Timeline
DGDOLLAR GEN CORP	217	$18.4K	<0.01%	0	Timeline
XLVSELECT SECTOR SPDR TR	115	$17.7K	<0.01%	0	Timeline
XLYSELECT SECTOR SPDR TR	87	$17.4K	<0.01%	0	Timeline
WELLWELLTOWER INC	133	$17K	<0.01%	0	Timeline
TPRTAPESTRY INC	356	$16.7K	<0.01%	0	Timeline
CHRWC H ROBINSON WORLDWIDE IN	150	$16.6K	<0.01%	0	Timeline
KMBKIMBERLY-CLARK CORP	113	$16.1K	<0.01%	0	Timeline
FSKFS KKR CAP CORP	799	$15.8K	<0.01%	0	Timeline
FRDMEA SERIES TRUST	438	$15.7K	<0.01%	0	Timeline
JNKSPDR SERIES TRUST	160	$15.6K	<0.01%	0	Timeline
MSMORGAN STANLEY	150	$15.6K	<0.01%	0	Timeline
KEYSKEYSIGHT TECHNOLOGIES INC	98	$15.6K	<0.01%	0	Timeline
ESGEISHARES INC	424	$15.4K	<0.01%	0	Timeline
IWSISHARES TR	116	$15.3K	<0.01%	0	Timeline
BABAALIBABA GROUP HLDG LTD	142	$15.1K	<0.01%	0	Timeline
ANDEANDERSONS INC	300	$15K	<0.01%	0	Timeline
IYMISHARES TR	100	$15K	<0.01%	0	Timeline
VFHVANGUARD WORLD FD	136	$14.9K	<0.01%	0	Timeline
AIZASSURANT INC	75	$14.9K	<0.01%	0	Timeline
AWAYAMPLIFY ETF TR	700	$14.2K	<0.01%	new	Timeline
CORPPIMCO ETF TR	143	$14.2K	<0.01%	+1	Timeline
CZWICITIZENS CMNTY BANCORP INC M	1,000	$14.2K	<0.01%	0	Timeline
PHOINVESCO EXCHANGE TRADED FD T	200	$14.1K	<0.01%	0	Timeline
GSGOLDMAN SACHS GROUP INC	28	$13.9K	<0.01%	0	Timeline
MGYMAGNOLIA OIL & GAS CORP	566	$13.8K	<0.01%	0	Timeline
SPOTSPOTIFY TECHNOLOGY S A	37	$13.6K	<0.01%	0	Timeline
LULULULULEMON ATHLETICA INC	50	$13.6K	<0.01%	-80	Timeline
MASIMASIMO CORP	100	$13.3K	<0.01%	0	Timeline
DNPDNP SELECT INCOME FD INC	1,324	$13.3K	<0.01%	0	Timeline
ABRDN JAPAN EQUITY FUND INCABRDN JAPAN EQUITY FUND INC	2,118	$13.2K	<0.01%	+41
HGTYHAGERTY INC	1,278	$13K	<0.01%	0	Timeline
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR	200	$12.9K	<0.01%	0
SPGSIMON PPTY GROUP INC NEW	76	$12.8K	<0.01%	-11	Timeline
SBUXSTARBUCKS CORP	131	$12.8K	<0.01%	0	Timeline
GDGENERAL DYNAMICS CORP	42	$12.7K	<0.01%	0	Timeline
MBWMMERCANTILE BK CORP	283	$12.4K	<0.01%	0	Timeline
NFGNATIONAL FUEL GAS CO	200	$12.1K	<0.01%	0	Timeline
SJMSMUCKER J M CO	100	$12.1K	<0.01%	0	Timeline
CSXCSX CORP	350	$12.1K	<0.01%	-350	Timeline
EFGISHARES TR	110	$11.8K	<0.01%	0	Timeline
SCISERVICE CORP INTL	149	$11.8K	<0.01%	0	Timeline
LNGCHENIERE ENERGY INC	65	$11.7K	<0.01%	0	Timeline
GILDGILEAD SCIENCES INC	138	$11.6K	<0.01%	+38	Timeline
KFKOREA FD INC	500	$11.4K	<0.01%	0	Timeline
CAGCONAGRA BRANDS INC	349	$11.3K	<0.01%	0	Timeline
STXSEAGATE TECHNOLOGY HLDNGS PL	103	$11.3K	<0.01%	0	Timeline
AHRAMERICAN HEALTHCARE REIT INC	432	$11.3K	<0.01%	new	Timeline
MNSTMONSTER BEVERAGE CORP NEW	216	$11.3K	<0.01%	0	Timeline
ENPHENPHASE ENERGY INC	99	$11.2K	<0.01%	-46	Timeline
MXEMEXICO EQUITY & INCOME FD	1,213	$11.1K	<0.01%	0	Timeline
BSXBOSTON SCIENTIFIC CORP	130	$10.9K	<0.01%	0	Timeline
TRVTRAVELERS COMPANIES INC	45	$10.5K	<0.01%	0	Timeline
VRSKVERISK ANALYTICS INC	38	$10.2K	<0.01%	0	Timeline
KNXKNIGHT-SWIFT TRANSN HLDGS IN	187	$10.1K	<0.01%	0	Timeline
UAAUNDER ARMOUR INC	1,097	$9.78K	<0.01%	0	Timeline
VOTVANGUARD INDEX FDS	40	$9.74K	<0.01%	-10	Timeline
LUNALUNA INNOVATIONS INC COM STK	4,113	$9.67K	<0.01%	0	Timeline
BBWIBATH & BODY WORKS INC	302	$9.64K	<0.01%	0	Timeline
NGVTINGEVITY CORP	246	$9.59K	<0.01%	0	Timeline
ICSHISHARES TR	188	$9.54K	<0.01%	0	Timeline
PRUPRUDENTIAL FINL INC	78	$9.41K	<0.01%	-20	Timeline
VCSHVANGUARD SCOTTSDALE FDS	116	$9.21K	<0.01%	new	Timeline
SUPERIOR INDS INTL INCSUPERIOR INDS INTL INC	3,000	$9.12K	<0.01%	0
GDXVANECK ETF TRUST	229	$9.12K	<0.01%	0	Timeline
ESMLISHARES TR	218	$9.12K	<0.01%	0	Timeline
CMSCMS ENERGY CORP	128	$9.01K	<0.01%	+35	Timeline
VTRSVIATRIS INC	776	$9.01K	<0.01%	-38	Timeline
FLRNSPDR SERIES TRUST	292	$9.01K	<0.01%	0	Timeline
TELTE CONNECTIVITY PLC	59	$8.91K	<0.01%	new	Timeline
SPIBSPDR SERIES TRUST	259	$8.73K	<0.01%	0	Timeline
EAELECTRONIC ARTS INC	60	$8.61K	<0.01%	0	Timeline
IWVISHARES TR	26	$8.49K	<0.01%	0	Timeline
CCJCAMECO CORP	175	$8.36K	<0.01%	0	Timeline
DOCHEALTHPEAK PROPERTIES INC	363	$8.3K	<0.01%	0	Timeline
DVYISHARES TR	61	$8.24K	<0.01%	0	Timeline
CARTMAPLEBEAR INC	200	$8.15K	<0.01%	0	Timeline
NETCLOUDFLARE INC	100	$8.09K	<0.01%	0	Timeline
MCHPMICROCHIP TECHNOLOGY INC.	100	$8.03K	<0.01%	0	Timeline
CNCCENTENE CORP DEL	106	$7.98K	<0.01%	0	Timeline
JOBYJOBY AVIATION INC	1,582	$7.96K	<0.01%	0	Timeline
ALVAUTOLIV INC	82	$7.66K	<0.01%	0	Timeline
SCHWCHARLES SCHWAB CORP (THE)	118	$7.65K	<0.01%	0	Timeline
PDMPIEDMONT REALTY TRUST INC	756	$7.64K	<0.01%	0	Timeline
RSPINVESCO EXCHANGE TRADED FD T	43	$7.63K	<0.01%	+1	Timeline
PSXPHILLIPS 66	57	$7.49K	<0.01%	0	Timeline
CCLCARNIVAL CORP	404	$7.47K	<0.01%	+100	Timeline
XLBSELECT SECTOR SPDR TR	77	$7.42K	<0.01%	0	Timeline
MANMANPOWERGROUP INC WIS	100	$7.35K	<0.01%	0	Timeline
VTVANGUARD INTL EQUITY INDEX F	60	$7.18K	<0.01%	0	Timeline
AXGNAXOGEN INC	500	$7.01K	<0.01%	0	Timeline
LPLALPL FINL HLDGS INC	30	$6.99K	<0.01%	0	Timeline
DALDELTA AIR LINES INC	137	$6.96K	<0.01%	0	Timeline
LITGLOBAL X FDS	159	$6.93K	<0.01%	0	Timeline
VRTVERTIV HOLDINGS CO	65	$6.47K	<0.01%	new	Timeline
HPEHEWLETT PACKARD ENTERPRISE C	316	$6.47K	<0.01%	0	Timeline
WELLS FARGO & COWELLS FARGO & CO	5	$6.41K	<0.01%	0
BANK OF AMER CORPBANK OF AMER CORP	5	$6.37K	<0.01%	0
HDBHDFC BANK LTD	101	$6.32K	<0.01%	0	Timeline
DEDEERE & CO	15	$6.26K	<0.01%	0	Timeline
ALITALIGHT INC	845	$6.25K	<0.01%	0	Timeline
BEBLOOM ENERGY CORP	579	$6.12K	<0.01%	0	Timeline
AMPAMERIPRISE FINL INC	13	$6.11K	<0.01%	0	Timeline
SNAPSNAP INC	560	$5.99K	<0.01%	0	Timeline
OGNORGANON & CO	308	$5.89K	<0.01%	-20	Timeline
METCRAMACO RES INC	497	$5.82K	<0.01%	0	Timeline
INARI MED INCINARI MED INC	140	$5.77K	<0.01%	0
URAGLOBAL X FDS	200	$5.72K	<0.01%	new	Timeline
XYZBLOCK INC	85	$5.71K	<0.01%	0	Timeline
RITMRITHM CAPITAL CORP	500	$5.67K	<0.01%	new	Timeline
VLTOVERALTO CORP	50	$5.59K	<0.01%	0	Timeline
SUSUNCOR ENERGY INC NEW	150	$5.54K	<0.01%	0	Timeline
WDCWESTERN DIGITAL CORP	80	$5.46K	<0.01%	0	Timeline
PTLOPORTILLOS INC	382	$5.15K	<0.01%	0	Timeline
KDKYNDRYL HLDGS INC	215	$4.94K	<0.01%	-111	Timeline
BEEMBEAM GLOBAL	1,000	$4.91K	<0.01%	0	Timeline
COPCONOCOPHILLIPS	43	$4.53K	<0.01%	0	Timeline
ACHRARCHER AVIATION INC	1,470	$4.46K	<0.01%	0	Timeline
FCXFREEPORT MCMORAN INC	86	$4.29K	<0.01%	-34	Timeline
WFCWELLS FARGO & CO	74	$4.18K	<0.01%	-156	Timeline
WABWABTEC	23	$4.18K	<0.01%	-6	Timeline
GFSGLOBALFOUNDRIES INC	100	$4.03K	<0.01%	0	Timeline
OPENOPENDOOR TECHNOLOGIES INC	2,000	$4K	<0.01%	0	Timeline
PCGPG&E CORP	200	$3.95K	<0.01%	0	Timeline
DKNGDRAFTKINGS INC NEW	100	$3.92K	<0.01%	0	Timeline
OWLBLUE OWL CAPITAL INC	200	$3.87K	<0.01%	0	Timeline
GMGENERAL MTRS CO	86	$3.86K	<0.01%	0	Timeline
MPLXMPLX LP	85	$3.78K	<0.01%	0	Timeline
KHCKRAFT HEINZ CO	104	$3.65K	<0.01%	0	Timeline
NGLNGL ENERGY PARTNERS LP	800	$3.6K	<0.01%	0	Timeline
DDOGDATADOG INC	29	$3.34K	<0.01%	0	Timeline
BETZLISTED FDS TR	175	$3.32K	<0.01%	0	Timeline
EWCISHARES INC	80	$3.31K	<0.01%	0	Timeline
FSLRFIRST SOLAR INC	13	$3.24K	<0.01%	0	Timeline
ZBHZIMMER BIOMET HOLDINGS INC	30	$3.24K	<0.01%	-80	Timeline
FTSLFIRST TR EXCHANGE-TRADED FD	70	$3.21K	<0.01%	0	Timeline
PBWINVESCO EXCHANGE TRADED FD T	160	$3.21K	<0.01%	0	Timeline
WDSWOODSIDE ENERGY GROUP LTD	180	$3.1K	<0.01%	0	Timeline
VODVODAFONE GROUP PLC	304	$3.05K	<0.01%	+14	Timeline
IEVISHARES TR	50	$2.91K	<0.01%	0	Timeline
HUBSHUBSPOT INC	5	$2.66K	<0.01%	0	Timeline
GILTGILAT SATELLITE NETWORKS LTD	500	$2.63K	<0.01%	0	Timeline
NOKNOKIA CORP	602	$2.63K	<0.01%	new	Timeline
AMXAMERICA MOVIL SAB DE CV	160	$2.62K	<0.01%	0	Timeline
DISCOVER FINL SVCSDISCOVER FINL SVCS	18	$2.53K	<0.01%	0
ACNACCENTURE PLC IRELAND	7	$2.48K	<0.01%	0	Timeline
AGNTAGNT INC	174	$2.45K	<0.01%	0	Timeline
NIONIO INC	355	$2.37K	<0.01%	0	Timeline
CCITIGROUP INC	36	$2.25K	<0.01%	0	Timeline
EXPDEXPEDITORS INTL WASH INC	17	$2.23K	<0.01%	0	Timeline
SIRISIRIUSXM HOLDINGS INC	88	$2.08K	<0.01%	new	Timeline
NCLHNORWEGIAN CRUISE LINE HLDGS	100	$2.05K	<0.01%	0	Timeline
XLKSELECT SECTOR SPDR TR	9	$2.03K	<0.01%	0	Timeline
ALCALCON AG	20	$2K	<0.01%	-25	Timeline
TDCTERADATA CORP DEL	64	$1.94K	<0.01%	0	Timeline
SITCSITE CTRS CORP	31	$1.88K	<0.01%	new	Timeline
MATMATTEL INC	97	$1.85K	<0.01%	0	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
WESTROCK COWESTROCK CO	1,479	$74.3K	shares
KRPKIMBELL RTY PARTNERS LP	3,508	$57.4K	shares
HSYHERSHEY CO	264	$48.5K	shares
BLVVANGUARD BD INDEX FDS	600	$42.2K	shares
VEEVVEEVA SYS INC	200	$36.6K	shares
XHESPDR SERIES TRUST	160	$13.5K	shares
REGNREGENERON PHARMACEUTICALS	10	$10.5K	shares
DPGDUFF & PHELPS UTLITY AND INF	1,000	$9.83K	shares
TE CONNECTIVITY LTDTE CONNECTIVITY LTD	59	$8.88K	shares
CEVACEVA INC	400	$7.72K	shares
BTXBLACKROCK TECH AND PRIVATE E	600	$4.34K	shares
FTCSFIRST TR EXCHANGE-TRADED FD	47	$3.95K	shares
NORDSTROM INCNORDSTROM INC	139	$2.95K	shares
RGAREINSURANCE GROUP AMER INC	14	$2.87K	shares
ARKFARK ETF TR	100	$2.79K	shares
DEFIANCE NEXT GEN H2 ETFDEFIANCE NEXT GEN H2 ETF	500	$2.5K	shares
ELANELANCO ANIMAL HEALTH INC	167	$2.41K	shares
GSKGSK PLC	55	$2.12K	shares
BUDANHEUSER BUSCH INBEV SA NV	34	$1.98K	shares
SITE CENTERS CORPSITE CENTERS CORP	125	$1.81K	shares
ALAIR LEASE CORP	34	$1.62K	shares
HLNHALEON PLC	195	$1.61K	shares
LIBERTY MEDIA CORP DELLIBERTY MEDIA CORP DEL	71	$1.57K	shares
APTIV IRISH HOLDINGS LTDAPTIV IRISH HOLDINGS LTD	21	$1.48K	shares
TDGTRANSDIGM GROUP INC	1	$1.28K	shares
WPMWHEATON PRECIOUS METALS CORP	22	$1.15K	shares
TECKTECK RESOURCES LTD	17	$815	shares
LIBERTY MEDIA CORP DEL COM …LIBERTY MEDIA CORP DEL COM LBTY S…	35	$776	shares
VMCVULCAN MATLS CO	3	$747	shares
ROPROPER TECHNOLOGIES INC	1	$564	shares
DXCDXC TECHNOLOGY CO	27	$516	shares
APAAPA CORPORATION	17	$501	shares
TDOCTELADOC HEALTH INC	50	$489	shares
VIVTELEFONICA BRASIL SA	57	$468	shares
ILMNILLUMINA INC	3	$314	shares
ZIMVIE INCZIMVIE INC	8	$146	shares
SPWRQSUNPOWER CORP	3	$9	shares
ASENSUS SURGICAL INCASENSUS SURGICAL INC	16	$6	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001803557-24-000005	base		2024-10-16	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC