Cornerstone Planning Group’s First Advantage FA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$73.3K	Hold	4,566	–	–	0.02%	186
2025 Q1	$63.3K	Buy	+4,566	New	+$63.3K	0.02%	197