Cornerstone-Planning-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NECB",
  null,
  null,
  "PKST",
  "NWE",
  "MMSI",
  "AXSM",
  "PINS",
  "SE",
  "RGEN",
  "ALKS",
  "INSM",
  "TREX",
  "KRYS",
  "ARES",
  "FSV",
  "HLNE",
  "HOOD",
  "STVN",
  "RVMD",
  "GTES",
  "ITRI",
  "AZEK",
  "FLEX",
  "GTX",
  "MPWR",
  "MGY",
  "GRAB",
  "MTCH",
  "ARGX",
  "PCOR",
  "GLOB",
  "INMD",
  "FA",
  "TRU",
  "JAZZ",
  "PLTK",
  "DJP",
  "QRVO",
  "RRX",
  "POOL",
  null,
  "OSK",
  "NTR",
  "SNDR",
  "TROW",
  "FTAI",
  "RJF",
  "GLBE",
  "AR",
  null,
  null,
  "AORT",
  "ARW",
  "MOS",
  "AFG",
  "AAL",
  "AQN",
  "STRL",
  "ENTG",
  "AKAM",
  "GIL",
  "EXAS",
  "LYFT",
  "HUM",
  "HP",
  "H",
  "DARE",
  "BEPC",
  "PCG",
  "RF",
  "FTI",
  "RBA.TO",
  "ALSN",
  "QSR",
  "SPR",
  "PBA",
  "SMCI",
  "SOBO.TO",
  "BCE",
  "NPO",
  "ARM",
  "GATX",
  "FWONK",
  "SNOW",
  "MU",
  "PATK",
  "NXRT",
  null,
  "FNDF",
  "ACN",
  "SSTK",
  "ZS",
  "ARCB",
  "ITT",
  "KBR",
  null,
  "PBH",
  "MMM",
  "ABNB",
  "ABT",
  "PPBI",
  "ABBV",
  "ADBE",
  "FLG",
  "A",
  "APD",
  "BABA",
  "SKT",
  "MTRN",
  "JEF",
  null,
  "MTSI",
  "JLL",
  null,
  "KTB",
  "PCRX",
  "ALL",
  "FRPT",
  "GOOGL",
  "RIOT",
  "ALNY",
  null,
  "UTL",
  "VCYT",
  "VDE",
  null,
  null,
  null,
  "RIG",
  null,
  "VTS",
  null,
  null,
  "AXP",
  null,
  "ATMU",
  "AEG",
  "ANIP",
  "ALGM",
  "AFRM",
  "JOE",
  "AIG",
  "AMWD",
  "MT",
  "TEAM",
  "ASML",
  "T",
  "ENOV",
  "GOLF",
  "BLK",
  "ESAB",
  "E",
  "ENR",
  null,
  null,
  "AROC",
  "AM",
  null,
  "CAT",
  "BUD",
  "AVDE",
  "AVGO",
  "APP",
  "LOW",
  null,
  "AVEM",
  "BRO",
  "AIT",
  "KMX",
  "AGX",
  "CP.TO",
  "FET",
  "ACLS",
  "FMS",
  "FCPT",
  "GMAB",
  "SAN",
  "BGS",
  "FUL",
  "FORM",
  "WRB",
  "GME",
  "BSX",
  "HRB",
  "HHH",
  null,
  null,
  null,
  null,
  null,
  null,
  "KAR",
  null,
  "LXP",
  "LCII",
  "CCI",
  "COF",
  "LEN-B",
  "CMI",
  "LGND",
  "DVAX",
  "PHG",
  "CTO",
  "LMB",
  null,
  "ZD",
  null,
  null,
  "LINE",
  "NSSC",
  "NMRK",
  "DUK",
  null,
  "COOP",
  "MMI",
  "NVAX",
  "NTST",
  "D",
  "NAVI",
  "NICE",
  "DT",
  "NNDM",
  "MCFT",
  "NNI",
  "NLOP",
  "ROKU",
  "ESS",
  "REZI",
  "PUK",
  "EHC",
  "KWR",
  "EFC",
  "EBAY",
  "RUM",
  "RYAAY",
  "RL",
  "SJW",
  "REYN",
  "RC",
  "PRVA",
  "FSLY",
  "WTRG",
  null,
  "FG",
  "EQH",
  "SIMO",
  null,
  "EQNR",
  "SPB",
  "SFBS",
  "EOG",
  "SXI",
  "QFIN",
  "SNRE",
  "SEG",
  "UMH",
  "UE",
  null,
  "EXPE",
  "EXPD",
  "FFIV",
  "UNF",
  "TIGR",
  "UTMD",
  null,
  null,
  null,
  "UTZ",
  "U",
  "STNE",
  "NE",
  null,
  "PNR",
  "LOGI",
  null,
  null,
  "GFS",
  "FERG",
  "AUPH",
  "IPAR",
  "FCX",
  null,
  "GOGL",
  "BGC",
  "ALT",
  "FITB",
  "IBKR",
  "KODK",
  "SVRA",
  null,
  "ACHV",
  "GD",
  "GILD",
  "GIS",
  "ASRV",
  "AMRX",
  "HLT",
  "APLD",
  null,
  null,
  null,
  "HON",
  "BRBS",
  null,
  "HD",
  "BWFG",
  null,
  "HPQ",
  "CAN",
  "IBN",
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  "QBTS",
  "RPM",
  "FTS",
  "FIVE",
  "FBIN",
  null,
  "FNV",
  null,
  null,
  null,
  "BEN",
  null,
  "FE",
  "SNN",
  "UNP",
  "MATV",
  "QCOM",
  null,
  "FER.MC",
  "GLPI",
  "GNW",
  "OSCR",
  "FSBW",
  "FUBO",
  "LAMR",
  "ISRG",
  "AGM",
  null,
  null,
  "HEI-A",
  null,
  null,
  "HUBB",
  "HSBC",
  "ABUS",
  "HUBS",
  "EMXC",
  null,
  "HSHP.OL",
  "HLI",
  "HMC",
  "HWM",
  "LEN",
  "ITW",
  null,
  "IDA",
  "INGR",
  "AMAT",
  "RIVN",
  "IFS",
  null,
  "ING",
  "INVX",
  "EMR",
  "BKNG",
  null,
  "NBIX",
  null,
  "ICE",
  null,
  "MUB",
  null,
  "META",
  null,
  null,
  null,
  "MGNX",
  null,
  "HEFA",
  "NXDT",
  "NEUE",
  null,
  "OABI",
  null,
  "NEWT",
  "IVW",
  "PK",
  null,
  null,
  "PDM",
  "IJH",
  "PRTH",
  "RBB",
  "AGS",
  "MYPS",
  "PSTL",
  "RDW",
  "SB",
  "SEER",
  "ANY",
  null,
  null,
  "SWK",
  "SWKH",
  "SSRM",
  "SUZ",
  "SARO",
  "TRN",
  "UHT",
  "RGR",
  null,
  null,
  null,
  null,
  null,
  "IQV",
  "IONQ",
  null,
  null,
  "DMAC",
  "GWAV",
  null,
  null,
  null,
  null,
  "BRTX",
  null,
  "KNSL",
  "KGC",
  "KMI",
  "LHX",
  "LRCX",
  null,
  "LIN",
  null,
  "L",
  null,
  "BSGM",
  "AKTX",
  null,
  "EXG",
  null,
  "COSM",
  "ENSG",
  "MPC",
  null,
  null,
  "SINT",
  "TNFA",
  null,
  "MMC",
  "TLRY",
  "SLF",
  "PWR",
  "MRVL",
  "SILA",
  "MA",
  null,
  "EXEL",
  "PODD",
  "RTO",
  "MDT",
  "APA",
  "AMKR",
  "AESI",
  "MSFT",
  "MAA",
  "MFG",
  "MDLZ",
  "MUFG",
  "MS",
  "TMUS",
  "DUOL",
  "DBX",
  "DOCS",
  "ENPH",
  "NDAQ",
  null,
  "ELF",
  "EQIX",
  "EQT",
  "EXC",
  "ETSY",
  "EVRG",
  "FRME",
  "FICO",
  "FIS",
  "FND",
  "FYBR",
  "FTV",
  "GE",
  "HE",
  "GPC",
  "GTLB",
  "HXL",
  "GLNG",
  "GWRE",
  "ICUI",
  "NTRS",
  "HUN",
  "NI",
  "HEI",
  "RHI",
  "INCY",
  "HIG",
  "HES",
  "HAS",
  "HOLX",
  "HRL",
  null,
  "NVS",
  "TEVA",
  "NU",
  "FMC",
  "OXY",
  null,
  "ILMN",
  "OMC",
  "ODFL",
  "EMD",
  "OMF",
  null,
  "ORLY",
  "ICLR",
  "IX",
  "EMN",
  "ADM",
  "PCAR",
  "ZIM",
  "DLN",
  "ALK",
  "AER",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  null,
  "NOC",
  "OKE",
  null,
  "EOS",
  "DASH",
  "PAYX",
  "VGIT",
  "AMH",
  "IRT",
  "DOC",
  "REG",
  null,
  null,
  null,
  null,
  "IWF",
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  null,
  null,
  "PGR",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  null,
  null,
  "IYR",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  null,
  null,
  "ECL",
  null,
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "LDOS",
  "TU",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  "PSTG",
  "KEYS",
  "MGA",
  "LPLA",
  "MKC",
  "MDB",
  "MPW",
  "NMR",
  "AMGN",
  "KVUE",
  "MAS",
  null,
  "PKG",
  "MSTR",
  "NYT",
  "PARA",
  "DGX",
  "PPG",
  "REGN",
  null,
  "FNDX",
  null,
  "ROK",
  "SLVM",
  "TFSL",
  null,
  null,
  "IEFA",
  "SPGI",
  "RY",
  "RELX",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "RS",
  "SPG",
  "ROP",
  "SRE",
  null,
  "O",
  "ROST",
  "SNA",
  "RIO",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  "RITM",
  null,
  null,
  "BP",
  "AMT",
  null,
  null,
  "RSG",
  "SPLG",
  null,
  null,
  "IBM",
  "SSNC",
  null,
  "STLD",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "ERIC",
  "TEL",
  "CI",
  "TPR",
  "TKO",
  "TXN",
  "TXRH",
  "TD",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TW",
  "TFC",
  "TWLO",
  "TRV",
  "TSN",
  "TYL",
  "UBS",
  "UBER",
  "UAL",
  "UL",
  "UTHR",
  "UNM",
  "UPS",
  "BIV",
  null,
  null,
  "VNQ",
  null,
  "VO",
  null,
  "LEGH",
  "NEM",
  "ASC",
  "MET",
  "UDMY",
  "FENC",
  "ATRC",
  "SCVL",
  "PSMT",
  "USNA",
  "LZB",
  "VXF",
  "AGNC",
  "ASH",
  "UCTT",
  "RCL",
  "PCTY",
  "SNEX",
  "VOE",
  "OGE",
  "HOMB",
  "SITE",
  "MRNA",
  "AVNW",
  "SCHW",
  "MNST",
  "EWBC",
  "ACXP",
  "BFS",
  "ALC",
  "EPC",
  "AEIS",
  null,
  "SEM",
  null,
  "ACVA",
  "ACWV",
  "PNW",
  null,
  null,
  "VWO",
  "LKQ",
  "JBL",
  "AWI",
  "ACHR",
  null,
  null,
  "IWV",
  "HR",
  "SBAC",
  null,
  null,
  null,
  null,
  "VCIT",
  "COGT",
  "TRIP",
  "PRMB",
  null,
  "NGG",
  null,
  "EXP",
  null,
  "BGFV",
  "EPRT",
  null,
  "EME",
  "APLE",
  "VIG",
  "NATH",
  "LAD",
  "LSCC",
  "LYG",
  null,
  "TTE",
  "TRGP",
  "AGO",
  "TEF",
  null,
  "TOST",
  "TXT",
  "TSCO",
  "TRTX",
  "AMPG",
  "SRM",
  "NTNX",
  null,
  "ULTA",
  "IWO",
  "PTON",
  "SKX",
  "SU",
  "WY",
  "GNL",
  "IWN",
  null,
  "GDDY",
  "GMRE",
  "SNY",
  "IEF",
  null,
  "TSM",
  "IT",
  "SMG",
  "GSK",
  "OHI",
  "GPN",
  "RMD",
  null,
  "PR",
  null,
  "CHPT",
  null,
  "ETR",
  "BN.TO",
  "VTR",
  null,
  "VYM",
  "DD",
  "VRTX",
  null,
  "EA",
  "K",
  "EW",
  "TT",
  "VRSK",
  "AGCO",
  "LOPE",
  "VRT",
  "HEES",
  "SLM",
  "RLI",
  "MEDP",
  "R",
  "MUR",
  "RRC",
  "MMS",
  "SRPT",
  "MTG",
  "MTDR",
  "PRGO",
  "RYAN",
  "SLGN",
  "SAIC",
  "LFUS",
  "LECO",
  "ST",
  "PVH",
  "MKSI",
  "LNW",
  "NFG",
  "MLI",
  "PSN",
  "MAT",
  "MSA",
  null,
  "UGI",
  "ATO",
  "SYNA",
  "ALGN",
  "MTN",
  "ADSK",
  "AON",
  "THC",
  "VNOM",
  "SWX",
  "AMCR",
  "SHC",
  "AEE",
  "GM",
  "HAL",
  "VNO",
  "SF",
  "APTV",
  "ACGL",
  "STWD",
  "TMHC",
  "BLD",
  null,
  "TOL",
  "AVY",
  "USFD",
  "ALB",
  "SNX",
  "AFL",
  "TKR",
  "AXON",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "AVB",
  "X",
  "EL",
  "SDY",
  "FI",
  "EPAM",
  "CPAY",
  "DRI",
  "NTRA",
  "DOV",
  "WAB",
  "TAP",
  "IP",
  "VVV",
  "DLTR",
  "F",
  "DECK",
  "WEC",
  "EQR",
  "DEO",
  "AJG",
  "WM",
  "FSLR",
  "FOX",
  "FTNT",
  "WCN",
  "EFX",
  "IR",
  "AIZ",
  "MIDD",
  "NCLH",
  "OPCH",
  "TTC",
  null,
  "CAH",
  "AEP",
  "BKR",
  "CGNT",
  null,
  "DADA",
  "FMNB",
  "ES",
  "FLNG",
  "FCF",
  "IDT",
  "GOOD",
  "HSTM",
  null,
  "JYNT",
  null,
  "JRVR",
  "IPG",
  "IVR",
  "IFF",
  "JBLU",
  "INVH",
  "NSP",
  null,
  "LKFN",
  "KOD",
  "KW",
  "KFRC",
  "KNTK",
  null,
  "IDXX",
  "PCYO",
  "BIPC",
  "KLIC",
  "LSTR",
  "RHP",
  "IEX",
  "RACE",
  "PEG",
  "FDS",
  null,
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "NEA",
  "SCHB",
  "NIO",
  null,
  null,
  "TTWO",
  "CMS",
  "CLF",
  null,
  "IVE",
  "HCA",
  "PFG",
  "LUV",
  null,
  "PLUG",
  "IVZ",
  "OVV",
  "LMAT",
  "RMBS",
  "ACIW",
  "ESGD",
  "COLD",
  "DKS",
  "HII",
  "AMC",
  null,
  "AL",
  "KD",
  "FNB",
  "REXR",
  "ARMK",
  "FAF",
  "DOX",
  "ELS",
  "BBCA",
  "EGP",
  "NWSA",
  "HDB",
  null,
  null,
  "HBAN",
  "RGA",
  "DKNG",
  "ACM",
  "VEU",
  "VPL",
  "USB",
  "VLO",
  "VEA",
  "BLV",
  "VALE",
  "VAL",
  "VMI",
  null,
  "VXUS",
  "VOOG",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VT",
  "VOO",
  "VCEL",
  null,
  "VLTO",
  "VTV",
  "VECO",
  "VRNT",
  "VEEV",
  "VRSN",
  null,
  "VTRS",
  "V",
  "VIR",
  "VIRT",
  "VST",
  "VICI",
  "WFRD",
  "WASH",
  "WSBF",
  "WRBY",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WAFD",
  "WWR",
  null,
  "WCC",
  "WDC",
  "WFC",
  "WEN",
  "WST",
  "WLK",
  "WELL",
  "WSR",
  "WINA",
  "WSM",
  "WHR",
  "WING",
  "WTFC",
  "WPM",
  "WTW",
  "WMB",
  "WWD",
  null,
  "WIX",
  null,
  null,
  null,
  "WDS",
  "KLG",
  "WPP",
  "WPC",
  "WH",
  "XEL",
  "WK",
  "WDAY",
  "YUM",
  "XPO",
  "ZLAB",
  "Z",
  "XYL",
  "ZBRA",
  "XTNT",
  "YELP",
  "IUSG",
  "ZIP",
  null,
  null,
  "ENS",
  "SOLV",
  "ADC",
  null,
  null,
  "LNT",
  null,
  "BBEU",
  "ESTC",
  "EXPI",
  "ELAN",
  "DTE",
  "AVNS",
  "OC",
  "FLIC",
  "POWI",
  "ORC",
  "GRMN",
  "ONTO",
  "PTC",
  "NXST",
  null,
  "ORRF",
  "FNF",
  "NOG",
  "G",
  "FR",
  "FOXA",
  "MTB",
  "JHG",
  "CNQ",
  "GEN",
  "AEM",
  "SCHD",
  "SOFI",
  "BIIB",
  "CHKP",
  "SCHG",
  null,
  "JHX",
  "SCHF",
  "IHG",
  "JBHT",
  "JNPR",
  "KNX",
  "MSCI",
  "MTZ",
  "JKHY",
  "LVS",
  "EIX",
  "NSC",
  "MHK",
  "KIM",
  "KEY",
  "NOK",
  "LUMN",
  "NDSN",
  null,
  "LBRDK",
  "JCI",
  "NXPI",
  "HST",
  null,
  "LH",
  "MOH",
  "MFC",
  "NZF",
  "KDP",
  "NUS",
  "MGM",
  "NOV",
  "ICL",
  "MNDY",
  null,
  "TER",
  "SO",
  "TAK",
  "TFII",
  "USPH",
  null,
  "TTD",
  "ON",
  "UFPI",
  "SJM",
  "TRMB",
  "PPL",
  "TRP",
  "TDOC",
  "BPOP",
  "OKTA",
  "OTIS",
  "PB",
  "SLG",
  "SW",
  "PSX",
  null,
  "SSD",
  "ROL",
  "CRM",
  "RNR",
  "SWKS",
  "PENN",
  "RVTY",
  "STN",
  "RPRX",
  "RBLX",
  "SCI",
  "TDY",
  "SUI",
  "SLAB",
  "PSO",
  null,
  "SYY",
  "PTEN",
  "DIA",
  "OTEX",
  "TS",
  "SEE",
  null,
  "SPOT",
  "DINO",
  "MANH",
  "LYV",
  null,
  null,
  "TNL",
  "IXUS",
  "MTUM",
  "LYB",
  "ZION",
  "HALO",
  null,
  null,
  null,
  null,
  "GEV",
  "MELI",
  "TRI.TO",
  "OLED",
  "ZBH",
  "ZM",
  "DGRO",
  "MCK",
  "MTH",
  null,
  "NVT",
  null,
  "IRMD",
  "SPCE",
  "PAAS",
  "SPYV",
  "PCVX",
  "EXR",
  "GWW",
  null,
  "UPST",
  "ESGU",
  null,
  "NTAP",
  "PSA",
  "UDR",
  null,
  "SYF",
  "NUE",
  "NRG",
  "EG",
  "PAYC",
  "FDX",
  "AME",
  "ALLY",
  "STLA",
  "STM",
  null,
  "STE",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "AVTR",
  "AXTA",
  "AVA",
  "AXS",
  "BALL",
  "BAC",
  null,
  "BANC",
  "OZK",
  "BBVA",
  "BNS",
  "BHC",
  "BMO",
  "BCS",
  "BK",
  "BRK-B",
  "BAX",
  "BDX",
  "BRBR",
  "BCBP",
  "BHP",
  "BKH",
  "BB",
  "BCRX",
  "BNTX",
  "BIO",
  "BBY",
  "BMRN",
  "TECH",
  null,
  null,
  null,
  "BXMT",
  "BPMC",
  "BA",
  "BAH",
  null,
  "OWL",
  "BHF",
  "EAT",
  "BWA",
  "BMY",
  "BHR",
  "BORR.OL",
  "BOX",
  "BRCC",
  "BTI",
  "BRT",
  "BC",
  "BLDR",
  "BAM.TO",
  "BRKR",
  "BR",
  "BG",
  "CHRW",
  "BUR",
  "CBT",
  "BWXT",
  "BXP",
  "BURL",
  "CZR",
  "CAE",
  "CCJ",
  "CMCL",
  "CM",
  "CPB",
  "CNI",
  "CDNS",
  "CPT",
  "CTLP",
  "CWST",
  "CG",
  "CVNA",
  "CRDF",
  "CARR",
  "CCL",
  "CSL",
  "CBOE",
  "CVCO",
  "CE",
  "CBRE",
  "CDW",
  "CAVA",
  "CASY",
  "CVE",
  "CNC",
  "CNP",
  "CELH",
  "CF",
  "CHX",
  "CC",
  "CPK",
  "CRL",
  "CHE",
  "CVX",
  "LNG",
  "CHTR",
  "CIEN",
  "CINF",
  "CB",
  "CHRD",
  "CHDN",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CIVI",
  "CFG",
  "NET",
  "C",
  "CLX",
  "CLPR",
  "CMTG",
  "YOU",
  "CNA",
  "CME",
  null,
  "KO",
  "CCEP",
  "CGNX",
  "COIN",
  "CHRS",
  "CNS",
  "FIX",
  "CMCSA",
  "COLB",
  "CTSH",
  "CL",
  "COHU",
  "COP",
  "CNMD",
  "CON",
  "CRK",
  "CNXC",
  "CCSI",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "CSTM",
  "CORT",
  "ED",
  "CRSR",
  "CTRA",
  "COTY",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CNM",
  "CPNG",
  "CRNX",
  "CRAI",
  "CROX",
  "CUZ",
  "CRH",
  "CR",
  "CRWD",
  "CVS",
  "CSX",
  "CCK",
  "CUBE",
  "CFR",
  "CYBR",
  "DHR",
  "DDOG",
  "DC",
  "DVA",
  "CYTK",
  "DELL",
  "DE",
  "DB",
  "DSGX",
  "DVN",
  "FANG",
  "XRAY",
  "DAL",
  "DXCM",
  null,
  null,
  "DFS",
  "DLB",
  "DIOD",
  "DLR",
  "DOCU",
  "DEC.L",
  "DCI",
  "DPZ",
  "DV",
  null,
  "IJT",
  null,
  "J",
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "TRNO",
  "TTEK",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "MED",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 1,553
Total Value: 418021097
Accession Number: 0001822587-25-000002
Form Type: 13F-HR
CIK: cornerstone-planning-group
Manager Name: Cornerstone-Planning-Group

Data Enrichment

84% identified

1,309 identified244 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,553 positions • $418.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 61 of 78

Sort by:

C. H. ROBINSON WORLDWIDE, INC.

CHRW|12541W209

Shares:8

Value:$725

% of Portfolio:0.0% ($725/$418.0M)

00888H505

Shares:21

Value:$725

% of Portfolio:0.0% ($725/$418.0M)

Claros Mortgage Trust, Inc.

CMTG|18270D106

Shares:303

Value:$724

% of Portfolio:0.0% ($724/$418.0M)

Enphase Energy, Inc.

ENPH|29355A107

Shares:16

Value:$721

% of Portfolio:0.0% ($721/$418.0M)

WASHINGTON TRUST BANCORP INC

WASH|940610108

Shares:26

Value:$717

% of Portfolio:0.0% ($717/$418.0M)

BLACKSTONE MORTGAGE TRUST, INC.

BXMT|09257W100

Shares:38

Value:$715

% of Portfolio:0.0% ($715/$418.0M)

MASTEC INC

MTZ|576323109

Shares:6

Value:$710

% of Portfolio:0.0% ($710/$418.0M)

Weatherford International plc

WFRD|G48833118

Shares:17

Value:$710

% of Portfolio:0.0% ($710/$418.0M)

Ellington Financial Inc.

EFC|28852N109

Shares:56

Value:$708

% of Portfolio:0.0% ($708/$418.0M)

PEARSON PLC

PSO|705015105

Shares:45

Value:$708

% of Portfolio:0.0% ($708/$418.0M)

APA Corp

APA|03743Q108

Shares:45

Value:$704

% of Portfolio:0.0% ($704/$418.0M)

46654Q724

Shares:12

Value:$701

% of Portfolio:0.0% ($701/$418.0M)

G3643J108

Shares:3

Value:$696

% of Portfolio:0.0% ($696/$418.0M)

72201R619

Shares:14

Value:$693

% of Portfolio:0.0% ($693/$418.0M)

Sunrise Communications AG

SNRE|867975104

Shares:13

Value:$687

% of Portfolio:0.0% ($687/$418.0M)

Ryman Hospitality Properties, Inc.

RHP|78377T107

Shares:8

Value:$687

% of Portfolio:0.0% ($687/$418.0M)

88023U101

Shares:11

Value:$679

% of Portfolio:0.0% ($679/$418.0M)

StoneCo Ltd.

STNE|G85158106

Shares:52

Value:$678

% of Portfolio:0.0% ($678/$418.0M)

KIMCO REALTY CORP

KIM|49446R109

Shares:33

Value:$677

% of Portfolio:0.0% ($677/$418.0M)

GENMAB A/S

GMAB|372303206

Shares:33

Value:$664

% of Portfolio:0.0% ($664/$418.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
C. H. ROBINSON WORLDWIDE, INC.(CHRWcusip12541W209)	8	QoQ 0.00% (-0) YoY NEW(+8)	All Managers (Combined)	$725	0.0% ($725/$418.0M)	QoQ -16.85% (-$147) YoY NEW(+$725)
(cusip00888H505)✕	21	QoQ NEW(+21) YoY NEW(+21)	All Managers (Combined)	$725	0.0% ($725/$418.0M)	QoQ NEW(+$725) YoY NEW(+$725)
Claros Mortgage Trust, Inc.(CMTGcusip18270D106)	303	QoQ NEW(+303) YoY NEW(+303)	All Managers (Combined)	$724	0.0% ($724/$418.0M)	QoQ NEW(+$724) YoY NEW(+$724)
Enphase Energy, Inc.(ENPHcusip29355A107)	16	QoQ +77.77% (+7) YoY NEW(+16)	All Managers (Combined)	$721	0.0% ($721/$418.0M)	QoQ +25.17% (+$145) YoY NEW(+$721)
WASHINGTON TRUST BANCORP INC(WASHcusip940610108)	26	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$717	0.0% ($717/$418.0M)	QoQ -16.23% (-$139) YoY +3.76% (+$26)
BLACKSTONE MORTGAGE TRUST, INC.(BXMTcusip09257W100)	38	QoQ NEW(+38) YoY NEW(+38)	All Managers (Combined)	$715	0.0% ($715/$418.0M)	QoQ NEW(+$715) YoY NEW(+$715)
MASTEC INC(MTZcusip576323109)	6	QoQ NEW(+6) YoY NEW(+6)	All Managers (Combined)	$710	0.0% ($710/$418.0M)	QoQ NEW(+$710) YoY NEW(+$710)
Weatherford International plc(WFRDcusipG48833118)	17	QoQ +41.66% (-5) YoY NEW(+17)	All Managers (Combined)	$710	0.0% ($710/$418.0M)	QoQ -14.04% (-$116) YoY NEW(+$710)
Ellington Financial Inc.(EFCcusip28852N109)	56	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$708	0.0% ($708/$418.0M)	QoQ +0.14% (+$1) YoY +8.42% (+$55)
PEARSON PLC(PSOcusip705015105)	45	QoQ -43.75% (-35) YoY -37.50% (-27)	All Managers (Combined)	$708	0.0% ($708/$418.0M)	QoQ -45.15% (-$583) YoY -20.80% (-$186)
APA Corp(APAcusip03743Q108)	45	QoQ -57.14% (-60) YoY +462.50% (+37)	All Managers (Combined)	$704	0.0% ($704/$418.0M)	QoQ -71.32% (-$1.8K) YoY +199.57% (+$469)
(cusip46654Q724)✕	12	QoQ NEW(+12) YoY NEW(+12)	All Managers (Combined)	$701	0.0% ($701/$418.0M)	QoQ NEW(+$701) YoY NEW(+$701)
(cusipG3643J108)✕	3	QoQ 0.00% (-0) YoY NEW(+3)	All Managers (Combined)	$696	0.0% ($696/$418.0M)	QoQ -11.67% (-$92) YoY NEW(+$696)
(cusip72201R619)✕	14	QoQ NEW(+14) YoY NEW(+14)	All Managers (Combined)	$693	0.0% ($693/$418.0M)	QoQ NEW(+$693) YoY NEW(+$693)
Sunrise Communications AG(SNREcusip867975104)	13	QoQ 0.00% (+0) YoY NEW(+13)	All Managers (Combined)	$687	0.0% ($687/$418.0M)	QoQ +8.87% (+$56) YoY NEW(+$687)
Ryman Hospitality Properties, Inc.(RHPcusip78377T107)	8	QoQ NEW(+8) YoY NEW(+8)	All Managers (Combined)	$687	0.0% ($687/$418.0M)	QoQ NEW(+$687) YoY NEW(+$687)
(cusip88023U101)✕	11	QoQ NEW(+11) YoY NEW(+11)	All Managers (Combined)	$679	0.0% ($679/$418.0M)	QoQ NEW(+$679) YoY NEW(+$679)
StoneCo Ltd.(STNEcusipG85158106)	52	QoQ NEW(+52) YoY -22.38% (-15)	All Managers (Combined)	$678	0.0% ($678/$418.0M)	QoQ NEW(+$678) YoY -39.51% (-$443)
KIMCO REALTY CORP(KIMcusip49446R109)	33	QoQ +120.00% (+18) YoY NEW(+33)	All Managers (Combined)	$677	0.0% ($677/$418.0M)	QoQ +92.87% (+$326) YoY NEW(+$677)
GENMAB A/S(GMABcusip372303206)	33	QoQ -64.13% (-59) YoY +22.22% (-6)	All Managers (Combined)	$664	0.0% ($664/$418.0M)	QoQ -65.30% (-$1.3K) YoY -17.31% (-$139)