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 |
|---|---|---|---|---|---|---|---|---|---|
| WASHINGTON TR BANCORP INC COM | Common Stock | 3601 | $691 | 26 | 0.00 | 26 | +Inf | 03-31-2024 | |
| CHICAGO ATLANTIC REAL ESTATE F COM | Real Estate Investment Trust | 3602 | $688 | 43 | 0.00 | 43 | +Inf | 03-31-2024 | |
| ORGANON & CO | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 40 | +Inf | 12-31-2023 | |
| SCYNEXIS INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 300 | +Inf | 12-31-2023 |
