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 CORE MSCI EUROPE | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 205 | +Inf | 12-31-2023 | |
| SILGAN HLDGS INC COM | Common Stock | 2652 | $10,171 | 220 | 0.00 | 0.00 | 1 | 0.46 | 03-31-2024 |
| STIFEL FINL CO | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 165 | +Inf | 12-31-2023 | |
| VERISIGN INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 50 | +Inf | 12-31-2023 |
