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Value $
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$735M
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Signature - Title
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Gregory Phillips - Chief Compliance Officer
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Location
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Atlanta, GA
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Summary
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This page shows a list of all the recent 13F filings made by Consolidated Planning Corp. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Consolidated Planning Corp reported 197 stock holdings with total value $735M as of Q4 2024. Top holdings included TCAF, CGXU, HELO, DIVO, and MGMT.