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 |
|---|---|---|---|---|---|---|---|---|---|
| BRUNSWICK CORP | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 21 | +Inf | 12-31-2023 | |
| KROGER CO | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 37 | +Inf | 12-31-2023 | |
| COMERICA INC COM | Common Stock | 3253 | $1,646 | 31 | 0.00 | 31 | +Inf | 03-31-2024 | |
| SOFI TECHNOLOGIES INC COM | Common Stock | 3254 | $1,643 | 236 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
