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 |
|---|---|---|---|---|---|---|---|---|---|
| SRM ENTERTAINMENT INC COM | Common Stock | 3651 | $598 | 421 | 0.00 | 421 | +Inf | 03-31-2024 | |
| PITNEY BOWES INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 198 | +Inf | 12-31-2023 | |
| ICAHN ENTERPRISES L P LP | LIMITED PARTNERSHP | Liquidated | $0 | 0 | 0.00 | 30 | +Inf | 12-31-2023 | |
| DEUTSCHE BANK A G NAMEN AKT | Common Stock | 3654 | $593 | 36 | 0.00 | 36 | +Inf | 03-31-2024 |
