13F

Position

Creative Planning in Trustmark Corp

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $19.3K$38.95$42.14

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20258.85K$344.7K0.0%
Q1 20266.06K$255.4K$42.14$19.3K−$108.6K0.0%