Stock TransactionsCORNERSTONE TOTAL RETURN FD

Total Bought
1,927,747
56 transactions
Total Sold
2,611,791
25 transactions
Net
-684,044
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Almitas Capital LLC1,115,3481,572,309+456,9611.752.70+0.95buy
OSAIC HOLDINGS, INC.882,1781,201,408+319,2300.010.01+0.00buy
RAYMOND JAMES FINANCIAL INC848,9101,009,329+160,4190.000.00+0.00buy
Marex Group plc0141,702+141,7020.000.01+0.01buy
LPL Financial LLC1,979,0932,099,602+120,5090.000.00-0.00buy
CITADEL ADVISORS LLC095,992+95,9920.000.00+0.00buy
Mirador Capital Partners LP079,017+79,0170.000.07+0.07buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP067,544+67,5440.000.00+0.00buy
Creative Planning061,531+61,5310.000.00+0.00buy
Cambridge Investment Research Advisors, Inc.455,663501,790+46,1270.010.01-0.00buy
XTX Topco Ltd045,492+45,4920.000.00+0.00buy
SILVER OAK SECURITIES, INCORPORATED042,263+42,2630.000.02+0.02buy
CREATIVE FINANCIAL DESIGNS INC /ADV52,01286,397+34,3850.020.03+0.01buy
COMMONWEALTH EQUITY SERVICES, LLC233,471265,416+31,9450.000.00+0.00buy
BIP Wealth, LLC023,712+23,7120.000.00+0.00buy
PFG Investments, LLC210,362231,737+21,3750.070.06-0.00buy
OneAscent Financial Services LLC017,797+17,7970.000.01+0.01buy
Perennial Investment Advisors, LLC485,846500,924+15,0780.270.24-0.03buy
Yakira Capital Management, Inc.505,160518,315+13,1551.031.10+0.07buy
Cable Car Capital, LP649,999662,510+12,5111.660.10-1.56buy
RMR Wealth Builders012,489+12,4890.000.01+0.01buy
Concurrent Investment Advisors, LLC011,302+11,3020.000.00+0.00buy
TWO SIGMA SECURITIES, LLC010,009+10,0090.000.01+0.01buy
Cetera Investment Advisers162,401172,308+9,9070.000.00-0.00buy
Alpine Global Management, LLC2,980,1122,989,499+9,3873.153.52+0.37buy
Baird Financial Group, Inc.179,262186,644+7,3820.000.00-0.00buy
Main Street Financial Solutions, LLC27,07234,093+7,0210.010.02+0.00buy
CoreCap Advisors, LLC7,27214,072+6,8000.000.00+0.00buy
Mallini Complete Financial Planning LLC78,96685,676+6,7100.430.44+0.00buy
Private Advisor Group, LLC11,79016,914+5,1240.000.00+0.00buy
WINEBRENNER CAPITAL MANAGEMENT LLC138,001143,051+5,0500.620.63+0.01buy
BOOTHBAY FUND MANAGEMENT, LLC2,345,2462,349,542+4,2960.380.31-0.06buy
STIFEL FINANCIAL CORP11,79515,603+3,8080.000.00+0.00buy
Integrated Wealth Concepts LLC10,17613,523+3,3470.000.00-0.00buy
ENVESTNET ASSET MANAGEMENT INC43,87046,763+2,8930.000.00-0.00buy
Chicago Partners Investment Group LLC64,18866,621+2,4330.010.01-0.00buy
Farther Finance Advisors, LLC77,50579,573+2,0680.010.00-0.00buy
Valmark Advisers, Inc.13,30015,000+1,7000.000.00+0.00buy
FIRETHORN WEALTH PARTNERS, LLC34,27235,959+1,6870.090.08-0.00buy
BECKER CAPITAL MANAGEMENT INC23,39024,457+1,0670.000.00-0.00buy
Rockefeller Capital Management L.P.49,43550,415+9800.000.00-0.00buy
Stratos Wealth Partners, LTD.21,00021,795+7950.000.00-0.00buy
Buska Wealth Management, LLC24,01824,761+7430.070.06-0.00buy
HF Advisory Group, LLC19,05319,779+7260.050.04-0.00buy
Moors & Cabot, Inc.13,91314,600+6870.000.00-0.00buy
Wealthcare Advisory Partners LLC23,14423,808+6640.000.00+0.00buy
Aptus Capital Advisors, LLC41,69042,064+3740.000.00-0.00buy
NewEdge Advisors, LLC5,9746,330+3560.000.00-0.00buy
Larson Financial Group LLC7,1217,471+3500.000.00-0.00buy
INTEGRITY ALLIANCE, LLC.11,16311,449+2860.000.00-0.00buy
Kestra Advisory Services, LLC28,20028,437+2370.000.00-0.00buy
Outlook Wealth Advisors, LLC13,40713,607+2000.020.02-0.00buy
Roble, Belko & Company, Inc1,0131,063+500.000.00-0.00buy
AdvisorNet Financial, Inc9551,002+470.000.00-0.00buy
TSFG, LLC410434+240.000.00-0.00buy
HUB Investment Partners, LLC12,08312,086+30.000.00-0.00buy
DUNCKER STREETT & CO INC1,0001,00000.000.00-0.00hold
COHEN & STEERS, INC.270,000270,00000.000.00-0.00hold
Allworth Financial LP8,6008,60000.000.00+0.00hold
KESTRA PRIVATE WEALTH SERVICES, LLC11,46011,46000.000.00-0.00hold
Steward Partners Investment Advisory, LLC0000.000.00+0.00hold
GoalVest Advisory LLC94094000.000.00-0.00hold
Marshall Financial Group, LLC18,06518,06500.020.02-0.00hold
EVOLUTION WEALTH MANAGEMENT INC.60060000.000.00-0.00hold
BlackRock, Inc.29,83429,83400.000.00-0.00hold
HIGHLINE WEALTH PARTNERS LLC37537500.000.00-0.00hold
AMERIFLEX GROUP, INC.21,80021,80000.080.06-0.01hold
Brookwood Investment Group LLC10,91910,91900.010.01-0.00hold
AMERIPRISE FINANCIAL INC14,85414,85400.000.00-0.00hold
Clearstead Advisors, LLC18,65318,65300.000.00+0.00hold
Meridian Wealth Management, LLC12,29212,275-170.000.00-0.00sell
Parvin Asset Management, LLC700-700.000.00-0.00sell
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3,3183,063-2550.000.00-0.00sell
HARBOUR INVESTMENTS, INC.1,013623-3900.000.00-0.00sell
MAI Capital Management4000-4000.000.00-0.00sell
Wealth Management Nebraska21,70720,901-8060.020.01-0.00sell
Western Wealth Management, LLC1,1180-1,1180.000.00-0.00sell
Tower Research Capital LLC (TRC)1,7230-1,7230.000.00-0.00sell
HANTZ FINANCIAL SERVICES, INC.2,0000-2,0000.000.00-0.00sell
Mariner, LLC21,57719,342-2,2350.000.00-0.00sell
Quarry LP2,529,0892,525,950-3,1393.542.86-0.68sell
Sculptor Capital LP2,771,5622,768,415-3,1470.220.21-0.01sell
Golden State Equity Partners4,7710-4,7710.000.00-0.00sell
MERCER GLOBAL ADVISORS INC /ADV16,1109,762-6,3480.000.00-0.00sell
MONEY CONCEPTS CAPITAL CORP12,7270-12,7270.000.00-0.00sell
AE Wealth Management LLC16,4390-16,4390.000.00-0.00sell
HRT FINANCIAL LP18,4000-18,4000.000.00-0.00sell
Independent Advisor Alliance21,3150-21,3150.000.00-0.00sell
Secure Asset Management, LLC21,8510-21,8510.020.00-0.02sell
Kovack Advisors, Inc.149,372122,033-27,3390.060.04-0.01sell
Virtu Financial LLC38,6050-38,6050.010.00-0.01sell
Cerity Partners LLC41,0550-41,0550.000.00-0.00sell
RIVERNORTH CAPITAL MANAGEMENT, LLC48,4550-48,4550.020.00-0.02sell
JANE STREET GROUP, LLC120,7530-120,7530.000.00-0.00sell
SIT INVESTMENT ASSOCIATES INC5,751,9003,533,467-2,218,4330.810.48-0.33sell
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