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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES FLOATING RATE | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 263 | +Inf | 12-31-2023 | |
| STIFEL FINL CORP COM | Common Stock | 2552 | $13,329 | 163 | 0.00 | 0.00 | 3 | 1.88 | 03-31-2024 |
| ISHARES MSCI BRAZIL ETF | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 434 | +Inf | 12-31-2023 | |
| JOHNSON CONTROLS INTER F | FOREIGN ORDINARIES | Liquidated | $0 | 0 | 0.00 | 250 | +Inf | 12-31-2023 |
