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 |
|---|---|---|---|---|---|---|---|---|---|
| WIMI HOLOGRAM CLOUD INC SPON ADS CL B | American Depository Receipt | 3201 | $1,920 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PINNACLE FINL PARTNR | Common Stock | Liquidated | $0 | 0 | 0.00 | 22 | +Inf | 03-31-2024 | |
| FASTLY INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 100 | +Inf | 12-31-2023 | |
| SP PLUS CORP COM | Common Stock | 3204 | $1,906 | 37 | 0.00 | 37 | +Inf | 03-31-2024 |
