Stock Transactions — Cornerstone Strategic Invest Com

Total Bought
18,754,184
73 transactions
Total Sold
5,784,186
32 transactions
Net
+12,969,998
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
Alpine Global Management, LLC1,139,8136,814,332+5,674,5192.127.54+5.43buy
BOOTHBAY FUND MANAGEMENT, LLC1,285,3406,744,553+5,459,2130.281.13+0.86buy
Quarry LP1,235,3073,489,264+2,253,9571.695.12+3.43buy
PFG Investments, LLC2,997,8084,123,031+1,125,2231.181.40+0.22buy
Warberg Asset Management LLC01,041,935+1,041,9350.002.21+2.21buy
LPL Financial LLC1,802,3182,421,530+619,2120.000.00+0.00buy
Cable Car Capital, LP661,6831,249,999+588,3160.343.37+3.02buy
Cambridge Investment Research Advisors, Inc.561,5771,039,930+478,3530.010.02+0.01buy
Almitas Capital LLC0442,014+442,0140.000.73+0.73buy
Sculptor Capital LP2,967,7363,143,589+175,8530.300.26-0.04buy
Cetera Investment Advisers1,200,2461,355,378+155,1320.010.01-0.00buy
MORGAN STANLEY558,877654,939+96,0620.000.00+0.00buy
Focus Partners Wealth10,18990,867+80,6780.000.00+0.00buy
Gladstone Institutional Advisory LLC057,496+57,4960.000.02+0.02buy
Independent Advisor Alliance037,072+37,0720.000.00+0.00buy
Cerity Partners LLC030,067+30,0670.000.00+0.00buy
XTX Topco Ltd028,668+28,6680.000.00+0.00buy
Creative Planning178,086202,929+24,8430.000.00-0.00buy
JPMORGAN CHASE & CO021,285+21,2850.000.00+0.00buy
WINEBRENNER CAPITAL MANAGEMENT LLC136,754157,800+21,0460.760.74-0.02buy
SMITH CHAS P & ASSOCIATES PA CPAS020,663+20,6630.000.01+0.01buy
FIRETHORN WEALTH PARTNERS, LLC19,76240,255+20,4930.060.11+0.05buy
HOWE & RUSLING INC020,142+20,1420.000.01+0.01buy
Kestra Advisory Services, LLC33,84152,220+18,3790.000.00+0.00buy
Clearstead Advisors, LLC017,880+17,8800.000.00+0.00buy
Meridian Wealth Management, LLC19,45936,805+17,3460.010.01+0.00buy
Virtu Financial LLC015,593+15,5930.000.00+0.00buy
MERCER GLOBAL ADVISORS INC /ADV015,054+15,0540.000.00+0.00buy
Strategic Financial Concepts, LLC014,700+14,7000.000.03+0.03buy
Accurate Wealth Management, LLC014,003+14,0030.000.01+0.01buy
Kingsview Wealth Management, LLC10,00023,333+13,3330.000.00+0.00buy
Integrated Wealth Concepts LLC012,919+12,9190.000.00+0.00buy
CIBC WORLD MARKET INC.012,654+12,6540.000.00+0.00buy
Secure Asset Management, LLC012,530+12,5300.000.01+0.01buy
StoneX Group Inc.142,949155,124+12,1750.050.06+0.01buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP87,87799,683+11,8060.000.00-0.00buy
Perennial Investment Advisors, LLC465,564475,766+10,2020.310.28-0.03buy
COMMONWEALTH EQUITY SERVICES, LLC284,559294,428+9,8690.000.00-0.00buy
RAYMOND JAMES FINANCIAL INC367,470377,080+9,6100.000.00-0.00buy
Larson Financial Group LLC12,07719,171+7,0940.000.00+0.00buy
NBC SECURITIES, INC.18,45525,205+6,7500.010.01+0.00buy
Garden State Investment Advisory Services LLC52,08057,260+5,1800.100.10-0.00buy
HighTower Advisors, LLC60,90065,917+5,0170.000.00-0.00buy
Dynamic Advisor Solutions LLC44,74648,798+4,0520.010.01-0.00buy
STIFEL FINANCIAL CORP46,85950,734+3,8750.000.00-0.00buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,9085,628+3,7200.000.00+0.00buy
Fortis Group Advisors, LLC03,426+3,4260.000.00+0.00buy
Golden State Equity Partners03,304+3,3040.000.00+0.00buy
Pasadena Private Wealth, LLC20,45723,661+3,2040.020.02+0.00buy
CREATIVE FINANCIAL DESIGNS INC /ADV91,10993,982+2,8730.050.04-0.01buy
BECKER CAPITAL MANAGEMENT INC19,47122,037+2,5660.000.00+0.00buy
Tower Research Capital LLC (TRC)01,377+1,3770.000.00+0.00buy
Western Wealth Management, LLC01,052+1,0520.000.00+0.00buy
NWF Advisory Services Inc.12,50013,500+1,0000.010.01-0.00buy
HF Advisory Group, LLC23,57524,499+9240.070.06-0.01buy
KESTRA PRIVATE WEALTH SERVICES, LLC24,90925,805+8960.000.00-0.00buy
Buska Wealth Management, LLC28,63329,435+8020.090.09-0.00buy
HARBOUR INVESTMENTS, INC.38780+7420.000.00+0.00buy
MOSAIC FAMILY WEALTH PARTNERS, LLC12,51613,219+7030.010.01-0.00buy
WEDBUSH SECURITIES INC17,15017,850+7000.000.00-0.00buy
World Investment Advisors19,65420,354+7000.000.00-0.00buy
Private Advisor Group, LLC53,98254,608+6260.000.00-0.00buy
CreativeOne Wealth, LLC76,18976,814+6250.020.01-0.00buy
Capital CS Group, LLC16,53917,156+6170.220.26+0.04buy
NewEdge Advisors, LLC16,91917,490+5710.000.00-0.00buy
Redhawk Wealth Advisors, Inc.11,89212,459+5670.010.01-0.00buy
ENVESTNET ASSET MANAGEMENT INC50,27650,783+5070.000.00-0.00buy
TSFG, LLC2,5522,695+1430.000.00-0.00buy
Spire Wealth Management3,5723,660+880.000.00-0.00buy
Sunbelt Securities, Inc.1,4631,546+830.000.00-0.00buy
Thomas J. Herzfeld Advisors, Inc.1,0601,120+600.000.00-0.00buy
GILL CAPITAL PARTNERS, LLC029+290.000.00+0.00buy
Valmark Advisers, Inc.10,00010,016+160.000.00-0.00buy
DUNCKER STREETT & CO INC1,0001,00000.000.00-0.00hold
MAI Capital Management60060000.000.00-0.00hold
HARBOR INVESTMENT ADVISORY, LLC11,20411,20400.010.01-0.00hold
EP Wealth Advisors, LLC28,73228,73200.000.00-0.00hold
Allworth Financial LP11,91011,91000.000.00-0.00hold
Sequoia Financial Advisors, LLC21,40021,40000.000.00-0.00hold
Anfield Capital Management, LLC6,5286,52800.020.01-0.00hold
Roble, Belko & Company, Inc89889800.000.00-0.00hold
OneDigital Investment Advisors LLC10,76010,76000.000.00-0.00hold
Steward Partners Investment Advisory, LLC1100.000.00-0.00hold
First Command Advisory Services, Inc.0000.000.000.00hold
Sound Income Strategies, LLC4,8644,86400.000.00-0.00hold
Rockefeller Capital Management L.P.26,63426,63400.000.00-0.00hold
Avalon Trust Co1,0001,00000.000.00-0.00hold
GoalVest Advisory LLC92892800.000.00-0.00hold
Marshall Financial Group, LLC10,00010,00000.020.01-0.00hold
Farther Finance Advisors, LLC5,8045,80400.000.00-0.00hold
EVOLUTION WEALTH MANAGEMENT INC.19,42519,42500.130.10-0.03hold
Pathstone Holdings, LLC33,08933,08900.000.00-0.00hold
BlackRock, Inc.41,25841,25800.000.00-0.00hold
HIGHLINE WEALTH PARTNERS LLC40040000.000.00-0.00hold
Parvin Asset Management, LLC676700.000.00-0.00hold
AMERIFLEX GROUP, INC.28,00028,00000.120.10-0.02hold
THRIVENT FINANCIAL FOR LUTHERANS145,939145,93900.000.00-0.00hold
US BANCORP \DE\6,5056,50500.000.00-0.00hold
AMERIPRISE FINANCIAL INC15,91615,91600.000.00-0.00hold
Atlantic Union Bankshares Corp5,5005,50000.000.00-0.00hold
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