Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORNERSTONE ADVISORY LLC | 01-30-2024 | 12-31-2023 | 222 | 641,282,698 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VALUE ETF | 51 | $2,727,052 | 18,241 | 0.00 | 0.00 | 2,169 | 13.50 | 12-31-2023 |
| NUVEEN QUALITY MUNCP INCOME | COM | 52 | $2,472,184 | 215,911 | 0.00 | 0.00 | -96,849 | -30.97 | 12-31-2023 |
| NVIDIA CORPORATION | COM | 53 | $2,426,172 | 4,899 | 0.00 | 0.00 | 1,754 | 55.77 | 12-31-2023 |
| EXXON MOBIL CORP | COM | 54 | $2,278,929 | 22,794 | 0.00 | 0.00 | 1,651 | 7.81 | 12-31-2023 |
