Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORNERSTONE WEALTH MANAGEMENT LLC | 04-19-2024 | 03-31-2024 | 535 | 1,235,197,741 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACK HILLS CORP | COM | 351 | $609,794 | 11,168 | 0.00 | 0.00 | 1,614 | 16.89 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP VALUE | 352 | $609,593 | 10,755 | 0.00 | 0.00 | -583 | -5.14 | 03-31-2024 |
| PAYPAL HLDGS INC | COM | 353 | $607,803 | 9,073 | 0.00 | 0.00 | -4,717 | -34.21 | 03-31-2024 |
| APPLIED MATLS INC | COM | 354 | $604,549 | 2,931 | 0.00 | 0.00 | -79 | -2.62 | 03-31-2024 |
