Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORNERSTONE ADVISORY LLC | 01-30-2024 | 12-31-2023 | 222 | 641,282,698 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TARGA RES CORP | COM | 251 | $253,921 | 2,923 | 0.00 | 2,923 | +Inf | 12-31-2023 | |
| INSULET CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 4 | 0.47 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 253 | $246,946 | 4,142 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GOLDMAN SACHS GROUP INC | COM | 254 | $243,760 | 632 | 0.00 | 0.00 | -69 | -9.84 | 12-31-2023 |
