Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORNERSTONE WEALTH MANAGEMENT LLC | 07-16-2024 | 06-30-2024 | 556 | 1,299,609,635 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LEGGETT & PLATT INC | COM | 801 | $162,071 | 14,142 | 0.00 | 0.00 | 358 | 2.60 | 06-30-2024 |
| PALANTIR TECHNOLOGIES INC | CL A | 802 | $146,838 | 17,199 | 0.00 | 17,199 | +Inf | 06-30-2024 | |
| MAGNITE INC | COM | 803 | $145,127 | 10,920 | 0.00 | 0.00 | -100 | -0.91 | 06-30-2024 |
| KINROSS GOLD CORP | COM | 804 | $143,520 | 17,250 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
