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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO S&P SMALLCAP LOW | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 20 | +Inf | 12-31-2023 | |
| ACLARIS THERAPEUTICS INC COM | Common Stock | 3552 | $789 | 580 | 0.00 | 580 | +Inf | 03-31-2024 | |
| GROUPON INC COM NEW | Common Stock | 3553 | $786 | 70 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BUILDERS FIRSTSOURCE INC COM | Common Stock | 3554 | $784 | 4 | 0.00 | 4 | +Inf | 03-31-2024 |
