Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORNERSTONE WEALTH GROUP LLC | 04-17-2024 | 03-31-2024 | 246 | 1,087,433,043 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO LN TSR | 151 | $2,846,080 | 101,864 | 0.00 | 0.00 | -3,089 | -2.94 | 03-31-2024 |
| HESS CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,550 | 8.74 | 03-31-2024 |
| DARDEN RESTAURANTS INC | COM | 153 | $2,766,374 | 16,550 | 0.00 | 0.00 | 66 | 0.40 | 03-31-2024 |
| ISHARES TR | RUSSELL 2000 ETF | 154 | $2,691,314 | 12,797 | 0.00 | 0.00 | 5,172 | 67.83 | 03-31-2024 |
