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 |
|---|---|---|---|---|---|---|---|---|---|
| S B A COMMUNICATIONS | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 46 | +Inf | 12-31-2023 | |
| ISHARES GLOBAL MATERIALS | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 117 | +Inf | 12-31-2023 | |
| SKYWORKS SOLUTIONS | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 93 | +Inf | 12-31-2023 | |
| DOMINION ENERGY INC COM | Common Stock | 2704 | $9,150 | 178 | 0.00 | 0.00 | -10 | -5.32 | 03-31-2024 |
