Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CORNERSTONE PLANNING GROUP LLC 05-07-2024 03-31-2024 1106 321,509,577
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
CARA THERAPEUTICS COMMON STOCK Liquidated $0 0 0.00 40 +Inf 12-31-2023
WESTWATER RES INC COM NEW Common Stock 4102 $66 150 0.00 0.00 0 0.00 03-31-2024
VAXCYTE INC COM Common Stock 4103 $66 1 0.00 0.00 0 0.00 03-31-2024
GAMESTOP CORP NEW CL A Common Stock 4104 $66 4 0.00 0.00 0 0.00 03-31-2024
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