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 |
|---|---|---|---|---|---|---|---|---|---|
| VISLINK TECHNOLOGIES INC COM NEW | Common Stock | 3951 | $200 | 52 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SHOCKWAVE MEDICAL INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 1 | +Inf | 12-31-2023 | |
| ASHFORD HOSPITALITY TR INC COM SHS | Real Estate Investment Trust | 3953 | $198 | 159 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| UNITY SOFTWARE INC COM | Common Stock | 3954 | $198 | 8 | 0.00 | 0.00 | -1 | -11.11 | 03-31-2024 |
