Stock Transactions — Cornerstone Strategic Invest Com

Total Bought
2,228,802
62 transactions
Total Sold
4,482,980
39 transactions
Net
-2,254,178
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
Cetera Investment Advisers610,5851,067,083+456,4980.010.01+0.00buy
Alpine Global Management, LLC6,612,7956,993,780+380,98512.1010.49-1.61buy
BOOTHBAY FUND MANAGEMENT, LLC6,135,9296,408,552+272,6231.521.34-0.18buy
SIT INVESTMENT ASSOCIATES INC5,730,7765,977,044+246,2680.991.00+0.01buy
Sculptor Capital LP2,666,5742,812,450+145,8760.350.32-0.03buy
LPL Financial LLC1,362,2991,452,239+89,9400.000.00-0.00buy
Creative Planning120,974198,944+77,9700.000.00+0.00buy
AMERIFLEX GROUP, INC.064,600+64,6000.000.20+0.20buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP039,962+39,9620.000.00+0.00buy
MARK SHEPTOFF FINANCIAL PLANNING, LLC034,913+34,9130.000.14+0.14buy
OneAscent Family Office, LLC034,000+34,0000.000.23+0.23buy
CreativeOne Wealth, LLC39,11269,080+29,9680.010.01+0.01buy
Virtu Financial LLC026,536+26,5360.000.01+0.01buy
Cambridge Investment Research Advisors, Inc.498,849525,268+26,4190.010.01-0.00buy
Fisher Asset Management, LLC025,604+25,6040.000.00+0.00buy
WINEBRENNER CAPITAL MANAGEMENT LLC108,426133,754+25,3280.710.80+0.09buy
StoneX Group Inc.133,949159,082+25,1330.050.06+0.00buy
Baird Financial Group, Inc.91,397116,380+24,9830.000.00+0.00buy
INTEGRITY ALLIANCE, LLC.019,962+19,9620.000.01+0.01buy
J.W. COLE ADVISORS, INC.205,931224,152+18,2210.040.04-0.00buy
BECKER CAPITAL MANAGEMENT INC017,630+17,6300.000.00+0.00buy
AE Wealth Management LLC50,16467,617+17,4530.000.00+0.00buy
MONEY CONCEPTS CAPITAL CORP015,901+15,9010.000.01+0.01buy
Mariner, LLC013,694+13,6940.000.00+0.00buy
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management012,100+12,1000.000.00+0.00buy
Prospera Financial Services Inc70,72682,665+11,9390.010.01+0.00buy
Buska Wealth Management, LLC18,01728,317+10,3000.040.07+0.03buy
HighTower Advisors, LLC59,49668,768+9,2720.000.00+0.00buy
SeaCrest Wealth Management, LLC23,93830,490+6,5520.020.03+0.01buy
Atlantic Union Bankshares Corp05,500+5,5000.000.00+0.00buy
COMMONWEALTH EQUITY SERVICES, LLC251,740256,154+4,4140.000.00+0.00buy
Perennial Investment Advisors, LLC451,228454,903+3,6750.360.31-0.04buy
Encompass More Asset Management80,31783,826+3,5090.150.13-0.02buy
STIFEL FINANCIAL CORP47,21550,531+3,3160.000.00+0.00buy
WEDBUSH SECURITIES INC13,85017,150+3,3000.000.00+0.00buy
JANE STREET GROUP, LLC65,00567,540+2,5350.000.00-0.00buy
KESTRA PRIVATE WEALTH SERVICES, LLC24,29726,756+2,4590.000.00+0.00buy
IFP Advisors, Inc02,000+2,0000.000.00+0.00buy
Arax Advisory Partners01,923+1,9230.000.00+0.00buy
PFG Investments, LLC37,31839,019+1,7010.020.02-0.00buy
CREATIVE FINANCIAL DESIGNS INC /ADV81,74283,436+1,6940.050.05-0.00buy
Strategic Financial Concepts, LLC64,70066,200+1,5000.070.08+0.01buy
Larson Financial Group LLC10,12211,578+1,4560.000.00+0.00buy
Rockefeller Capital Management L.P.25,70227,156+1,4540.000.00-0.00buy
Keener Financial Planning LLC01,150+1,1500.000.00+0.00buy
Redhawk Wealth Advisors, Inc.23,67824,754+1,0760.020.02-0.00buy
DUNCKER STREETT & CO INC01,000+1,0000.000.00+0.00buy
GoalVest Advisory LLC0928+9280.000.00+0.00buy
HF Advisory Group, LLC21,93922,745+8060.070.07-0.00buy
FIRETHORN WEALTH PARTNERS, LLC17,14617,925+7790.060.06-0.00buy
MOSAIC FAMILY WEALTH PARTNERS, LLC11,44811,863+4150.010.01-0.00buy
HIGHLINE WEALTH PARTNERS LLC0400+4000.000.00+0.00buy
ENVESTNET ASSET MANAGEMENT INC45,21245,432+2200.000.00+0.00buy
Tower Research Capital LLC (TRC)0206+2060.000.00+0.00buy
Sunbelt Securities, Inc.1,1811,387+2060.000.00-0.00buy
Pasadena Private Wealth, LLC13,94514,114+1690.020.02-0.00buy
Summit Financial, LLC21,62721,787+1600.000.00-0.00buy
MGO ONE SEVEN LLC35,30035,383+830.010.01-0.00buy
TSFG, LLC2,3512,419+680.000.00-0.00buy
Ameritas Advisory Services, LLC1,1911,234+430.000.00+0.00buy
AMERIPRISE FINANCIAL INC15,91615,930+140.000.00-0.00buy
Allworth Financial LP14,46314,476+130.000.00-0.00buy
PRINCIPAL SECURITIES, INC.70070000.000.00-0.00hold
MILLENNIUM MANAGEMENT LLC26,57426,57400.000.00-0.00hold
ASSETMARK, INC1,9711,97100.000.00-0.00hold
Valmark Advisers, Inc.10,00010,00000.000.00-0.00hold
HARBOR INVESTMENT ADVISORY, LLC11,20411,20400.010.01-0.00hold
Sequoia Financial Advisors, LLC21,40021,40000.000.00-0.00hold
Anfield Capital Management, LLC6,5286,52800.020.02-0.00hold
OneDigital Investment Advisors LLC10,26010,26000.000.00-0.00hold
Steward Partners Investment Advisory, LLC1100.000.00-0.00hold
Sound Income Strategies, LLC4,8644,86400.000.00-0.00hold
GPS Wealth Strategies Group, LLC8,0108,01000.010.01-0.00hold
Kingsview Wealth Management, LLC10,00010,00000.000.00-0.00hold
Avalon Trust Co1,0001,00000.000.00-0.00hold
Marshall Financial Group, LLC10,00010,00000.020.02+0.00hold
Newbridge Financial Services Group, Inc.10,00010,00000.010.01-0.00hold
Sonora Investment Management Group, LLC10,13510,13500.010.01-0.00hold
Farther Finance Advisors, LLC4,8044,80400.000.00-0.00hold
EVOLUTION WEALTH MANAGEMENT INC.19,42519,42500.190.17-0.03hold
Pathstone Holdings, LLC21,01221,01200.000.00-0.00hold
THRIVENT FINANCIAL FOR LUTHERANS145,939145,93900.000.00-0.00hold
NBC SECURITIES, INC.18,45518,45500.010.01-0.00hold
HARBOUR INVESTMENTS, INC.383800.000.00-0.00hold
SALEM INVESTMENT COUNSELORS INC70070000.000.00-0.00hold
GODSEY & GIBB, INC1,0001,00000.000.00-0.00hold
DAVENPORT & Co LLC12,77312,77300.000.00-0.00hold
TORONTO DOMINION BANK50,00050,00000.000.00-0.00hold
Chicago Partners Investment Group LLC26,35126,236-1150.010.01-0.00sell
Vantage Financial Partners, LLC21,43721,275-1620.040.04-0.00sell
Cable Car Capital, LP661,825661,614-2112.332.35+0.02sell
Integrated Wealth Concepts LLC12,21011,805-4050.000.00-0.00sell
Private Advisor Group, LLC51,68150,972-7090.000.00-0.00sell
Dunhill Financial, LLC8560-8560.000.00-0.00sell
Kestra Advisory Services, LLC34,44733,188-1,2590.000.00-0.00sell
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC31,10029,149-1,9510.000.00-0.00sell
Dynamic Advisor Solutions LLC41,54538,947-2,5980.010.01-0.00sell
Meridian Wealth Management, LLC19,12615,283-3,8430.010.00-0.00sell
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO9,7555,647-4,1080.000.00-0.00sell
Park Square Financial Group, LLC5,6950-5,6950.030.00-0.03sell
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