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Value $
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$878M
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Signature - Title
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Lonny Elfenbein - Chief Compliance Officer
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Location
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Hunt Valley, MD
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Summary
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This page shows a list of all the recent 13F filings made by Cornerstone Advisory, LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Cornerstone Advisory, LLC reported 233 stock holdings with total value $878M as of Q4 2024. Top holdings included JEPI, VYM, IVV, GPIX, and JAAA.