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 |
|---|---|---|---|---|---|---|---|---|---|
| BUSINESS WARRIOR CORP | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 116,581 | +Inf | 12-31-2023 | |
| NATHANS FAMOUS INC NEW COM | Common Stock | 3702 | $534 | 8 | 0.00 | 8 | +Inf | 03-31-2024 | |
| CNA FINL CORP COM | Common Stock | 3703 | $533 | 12 | 0.00 | 12 | +Inf | 03-31-2024 | |
| ARCHER DANIELS MIDLAND CO COM | Common Stock | 3704 | $533 | 9 | 0.00 | 9 | +Inf | 03-31-2024 |
