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 |
|---|---|---|---|---|---|---|---|---|---|
| BIG 5 SPORTING GOODS CORP COM | Common Stock | 4151 | $37 | 11 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NEWMONT CORP | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 1 | +Inf | 12-31-2023 | |
| PLIANT THERAPEUTICS INC | Common Stock | Liquidated | $0 | 0 | 0.00 | 2 | +Inf | 03-31-2024 | |
| SIRIUS XM HOLDINGS INC COM | Common Stock | 4154 | $35 | 12 | 0.00 | 0.00 | 1 | 9.09 | 03-31-2024 |
