Stock Transactions — Cornerstone Total Return Fd Com

Total Bought
2,242,141
45 transactions
Total Sold
4,312,553
26 transactions
Net
-2,070,412
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
Alpine Global Management, LLC2,878,1123,374,217+496,1055.034.91-0.11buy
OSAIC HOLDINGS, INC.274,499667,898+393,3990.000.01+0.00buy
SIT INVESTMENT ASSOCIATES INC11,075,62811,464,750+389,1221.831.87+0.04buy
BOOTHBAY FUND MANAGEMENT, LLC2,775,8703,036,684+260,8140.660.62-0.04buy
Sculptor Capital LP2,442,7572,574,825+132,0680.310.29-0.02buy
LPL Financial LLC1,657,2951,780,223+122,9280.000.00-0.00buy
RAYMOND JAMES FINANCIAL INC399,919503,559+103,6400.000.00+0.00buy
Cetera Investment Advisers48,911133,281+84,3700.000.00+0.00buy
AMERIFLEX GROUP, INC.046,000+46,0000.000.14+0.14buy
Baird Financial Group, Inc.92,585121,921+29,3360.000.00+0.00buy
Buska Wealth Management, LLC023,153+23,1530.000.06+0.06buy
OneAscent Financial Services LLC022,178+22,1780.000.02+0.02buy
BECKER CAPITAL MANAGEMENT INC021,785+21,7850.000.01+0.01buy
Marshall Financial Group, LLC018,065+18,0650.000.03+0.03buy
PFG Investments, LLC179,492192,335+12,8430.080.08-0.00buy
HUB Investment Partners, LLC012,225+12,2250.000.00+0.00buy
INTEGRITY ALLIANCE, LLC.011,365+11,3650.000.00+0.00buy
KESTRA PRIVATE WEALTH SERVICES, LLC010,955+10,9550.000.00+0.00buy
StoneX Group Inc.191,398201,693+10,2950.070.07-0.00buy
KANE INVESTMENT MANAGEMENT, INC.010,088+10,0880.000.04+0.04buy
MORGAN STANLEY237,339244,471+7,1320.000.00-0.00buy
Mallini Complete Financial Planning LLC64,42468,548+4,1240.630.45-0.18buy
Perennial Investment Advisors, LLC457,215461,291+4,0760.340.31-0.04buy
ENVESTNET ASSET MANAGEMENT INC37,30039,762+2,4620.000.00+0.00buy
Rockefeller Capital Management L.P.46,95949,001+2,0420.000.00-0.00buy
Fisher Asset Management, LLC12,50814,168+1,6600.000.00+0.00buy
CREATIVE FINANCIAL DESIGNS INC /ADV36,51637,999+1,4830.020.02+0.00buy
FIRETHORN WEALTH PARTNERS, LLC29,95731,301+1,3440.100.10-0.00buy
DUNCKER STREETT & CO INC01,000+1,0000.000.00+0.00buy
GoalVest Advisory LLC0940+9400.000.00+0.00buy
IFP Advisors, Inc1,3502,000+6500.000.00+0.00buy
VALLEY WEALTH MANAGERS, INC.0645+6450.000.00+0.00buy
HF Advisory Group, LLC17,19617,774+5780.050.05-0.00buy
Moors & Cabot, Inc.13,72614,251+5250.000.00+0.00buy
HIGHLINE WEALTH PARTNERS LLC0500+5000.000.00+0.00buy
Mariner, LLC19,07319,557+4840.000.00-0.00buy
Vantage Financial Partners, LLC20,48920,888+3990.040.04-0.00buy
Cambridge Investment Research Advisors, Inc.16,36016,746+3860.000.00-0.00buy
Ameritas Advisory Services, LLC0330+3300.000.00+0.00buy
NewEdge Advisors, LLC5,1815,367+1860.000.00-0.00buy
Wealth Management Nebraska20,37820,556+1780.020.02-0.00buy
Stratos Wealth Partners, LTD.28,11028,236+1260.000.00-0.00buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC11,04211,149+1070.000.00-0.00buy
AdvisorNet Financial, Inc835872+370.000.00-0.00buy
TSFG, LLC355368+130.000.00-0.00buy
MAI Capital Management40040000.000.00-0.00hold
MILLENNIUM MANAGEMENT LLC24,29324,29300.000.00-0.00hold
COHEN & STEERS, INC.290,000290,00000.000.00+0.00hold
CIBC Private Wealth Group LLC262600.000.00-0.00hold
CONTRAVISORY INVESTMENT MANAGEMENT, INC.3,6853,68500.010.01+0.00hold
Valmark Advisers, Inc.12,66712,66700.000.00-0.00hold
CWM, LLC26826800.000.00-0.00hold
Allworth Financial LP8,6008,60000.000.00-0.00hold
Anfield Capital Management, LLC6,6576,65700.020.02-0.00hold
Aptus Capital Advisors, LLC34,09034,09000.000.00-0.00hold
Steward Partners Investment Advisory, LLC0000.000.00-0.00hold
Newbridge Financial Services Group, Inc.3,7003,70000.000.00-0.00hold
EVOLUTION WEALTH MANAGEMENT INC.60060000.010.00-0.00hold
WINEBRENNER CAPITAL MANAGEMENT LLC110,001110,00100.690.64-0.05hold
Marshall & Sterling Wealth Advisors Inc.3,0003,00000.020.02-0.00hold
AMERIPRISE FINANCIAL INC14,85414,85400.000.00-0.00hold
TORONTO DOMINION BANK30,00030,00000.000.00-0.00hold
Red Tortoise LLC3,2023,061-1410.010.01-0.00sell
Cable Car Capital, LP661,660661,450-2102.222.28+0.06sell
Brookwood Investment Group LLC11,47111,184-2870.010.01-0.00sell
Wood Tarver Financial Group, LLC3180-3180.000.00-0.00sell
Outlook Wealth Advisors, LLC14,17913,758-4210.030.03-0.00sell
AE Wealth Management LLC14,87314,369-5040.000.00-0.00sell
BlackRock, Inc.12,81811,993-8250.000.00-0.00sell
Private Advisor Group, LLC13,00711,790-1,2170.000.00-0.00sell
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3,7292,318-1,4110.000.00-0.00sell
CoreCap Advisors, LLC4,2352,735-1,5000.000.00-0.00sell
Main Street Financial Solutions, LLC14,57812,639-1,9390.010.01-0.00sell
COMMONWEALTH EQUITY SERVICES, LLC208,062205,433-2,6290.000.00+0.00sell
Kestra Advisory Services, LLC21,38718,279-3,1080.000.00-0.00sell
GOLDMAN SACHS GROUP INC10,0000-10,0000.000.00-0.00sell
Chicago Partners Investment Group LLC75,79161,762-14,0290.020.01-0.00sell
WOLVERINE ASSET MANAGEMENT LLC17,8370-17,8370.000.00-0.00sell
OPPENHEIMER & CO INC19,5000-19,5000.000.00-0.00sell
FMR LLC36,2040-36,2040.000.00-0.00sell
CANTOR FITZGERALD, L. P.153,582100,410-53,1720.030.02-0.01sell
JANE STREET GROUP, LLC62,9580-62,9580.000.00-0.00sell
Quarry LP512,133262,596-249,5370.920.52-0.40sell
Yakira Capital Management, Inc.1,991,8521,596,540-395,3125.694.78-0.91sell
RIVERNORTH CAPITAL MANAGEMENT, LLC1,954,8871,346,454-608,4330.840.62-0.22sell
Ursa Fund Management, LLC725,0000-725,00014.040.00-14.04sell
Almitas Capital LLC831,0880-831,0881.630.00-1.63sell
ABSOLUTE INVESTMENT ADVISERS, LLC1,274,9730-1,274,9731.220.00-1.22sell
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