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 |
|---|---|---|---|---|---|---|---|---|---|
| ARTHUR J GALLAGHER&C | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 346 | +Inf | 12-31-2023 | |
| AUTOMATIC DATA PROCESSING INC COM | Common Stock | 2052 | $78,615 | 325 | 0.00 | 0.00 | 5 | 1.56 | 03-31-2024 |
| ISHARES ESG AWARE MSCI | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 2,595 | +Inf | 12-31-2023 | |
| INVSC BUYBACK ACHIEVERS | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 873 | +Inf | 12-31-2023 |
