Cornerstone Advisory, LLP Buys Tortoise Midstream Energy Fund,, JPMorgan Ultra-Short Income ETF, Cohen & Steers Infrastructure Fund Inc, Sells Cohen & Steers Global Inc Builder, Inc, Fiduciary/Claymore Energy Infrastructure Fund, Calamos Convertible & Hig

• New Purchases: NTG, UTF, APPN, TFC, PFF, VOT, MAR, ADM, ADP, BP, CAT, DUK, LLY, IJH, SDIV, VCIT,
• Added Positions: JPST, BRK.B, VGT, VOO, VWO, VIG, VYM, MSFT, VUG, DVY, DIS, V, VOOG, IUSG, FB, BAC, JPM, PFE, XLK, XLE, IEFA, LMT, AMZN, KMB, VTI, D, HD, GDXJ, MRK, TY, WMT, UNH, PG, MCD, PM, QQQ, HON, GE, NKE, COST, VV, CSX, SYK,
• Reduced Positions: FMO, CHY, MINT, DSL, XBI, VOE, MYD, JPI, MLPA, AME, IJR, IWB, NVG, NMY, VEU, VNQI, AMLP, VTV, XLV, IWD, SDY, CGBD, MQY, VBR, VEA, IEMG, BABA, VHT, CODI, SLYV, IWF, AMAT, HEZU, AKAM, BGT, GOOGL, SPY, BA, MMM, ARCC, IVW, MO, ABT, WFC, MMP, JNJ, NPV, CVX, EFA, EXC, CVS, XOM, INTC, IBM, PYPL, XHE, IT, SCZ, MKC, BMY, IWN, IWM,
• Sold Out: INB, STI, VFH, FAX, CFMS,

For the details of Cornerstone Advisory, LLP's stock buys and sells, go to https://www.gurufocus.com/guru/cornerstone+advisory%2C+llp/current-portfolio/portfolio

1. JPMorgan Ultra-Short Income ETF (JPST) - 585,517 shares, 6.78% of the total portfolio. Shares added by 29.11%
2. Vanguard High Dividend Yield Index Fund (VYM) - 242,910 shares, 5.22% of the total portfolio. Shares added by 2.28%
3. iShares Core S&P 500 ETF (IVV) - 60,869 shares, 4.52% of the total portfolio. Shares reduced by 0.32%
4. Tortoise Midstream Energy Fund, Inc. (NTG) - 1,475,477 shares, 3.71% of the total portfolio. New Position
5. iShares Core S&P Small-Cap ETF (IJR) - 178,705 shares, 3.44% of the total portfolio. Shares reduced by 4.05%

Cornerstone Advisory, LLP initiated holding in Tortoise Midstream Energy Fund, Inc.. The purchase prices were between $9.79 and $12.04, with an estimated average price of $10.98. The stock is now traded at around $10.08. The impact to a portfolio due to this purchase was 3.71%. The holding were 1,475,477 shares as of .

Cornerstone Advisory, LLP initiated holding in Cohen & Steers Infrastructure Fund Inc. The purchase prices were between $25.13 and $27.16, with an estimated average price of $26.29. The stock is now traded at around $27.18. The impact to a portfolio due to this purchase was 0.95%. The holding were 157,747 shares as of .

Cornerstone Advisory, LLP initiated holding in Appian Corp. The purchase prices were between $37.7 and $50.82, with an estimated average price of $42.98. The stock is now traded at around $55.86. The impact to a portfolio due to this purchase was 0.19%. The holding were 21,800 shares as of .

Cornerstone Advisory, LLP initiated holding in Truist Financial Corp. The purchase prices were between $50.81 and $56.72, with an estimated average price of $54.22. The stock is now traded at around $54.44. The impact to a portfolio due to this purchase was 0.11%. The holding were 8,390 shares as of .

Cornerstone Advisory, LLP initiated holding in iShares U.S. Preferred Stock. The purchase prices were between $36.77 and $37.68, with an estimated average price of $37.31. The stock is now traded at around $38.23. The impact to a portfolio due to this purchase was 0.09%. The holding were 9,904 shares as of .

Cornerstone Advisory, LLP initiated holding in Vanguard Mid-Cap Growth ETF. The purchase prices were between $144.1 and $159.03, with an estimated average price of $152.83. The stock is now traded at around $167.99. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,994 shares as of .

Cornerstone Advisory, LLP added to a holding in JPMorgan Ultra-Short Income ETF by 29.11%. The purchase prices were between $50.41 and $50.54, with an estimated average price of $50.48. The stock is now traded at around $50.53. The impact to a portfolio due to this purchase was 1.53%. The holding were 585,517 shares as of .

Cornerstone Advisory, LLP added to a holding in Berkshire Hathaway Inc by 21.87%. The purchase prices were between $203.1 and $227.05, with an estimated average price of $217.51. The stock is now traded at around $227.44. The impact to a portfolio due to this purchase was 0.41%. The holding were 44,291 shares as of .

Cornerstone Advisory, LLP added to a holding in Microsoft Corp by 20.09%. The purchase prices were between $134.65 and $158.96, with an estimated average price of $147.3. The stock is now traded at around $184.71. The impact to a portfolio due to this purchase was 0.1%. The holding were 16,820 shares as of .

Cornerstone Advisory, LLP added to a holding in iShares Select Dividend ETF by 107.12%. The purchase prices were between $97.41 and $105.76, with an estimated average price of $102.32. The stock is now traded at around $106.73. The impact to a portfolio due to this purchase was 0.09%. The holding were 7,477 shares as of .

Cornerstone Advisory, LLP added to a holding in Vanguard Growth ETF by 44.47%. The purchase prices were between $161.84 and $183.14, with an estimated average price of $173.6. The stock is now traded at around $198.95. The impact to a portfolio due to this purchase was 0.09%. The holding were 7,271 shares as of .

Cornerstone Advisory, LLP added to a holding in Pfizer Inc by 29.54%. The purchase prices were between $34.7 and $39.38, with an estimated average price of $37.62. The stock is now traded at around $37.74. The impact to a portfolio due to this purchase was 0.04%. The holding were 18,987 shares as of .

Cornerstone Advisory, LLP sold out a holding in Cohen & Steers Global Inc Builder, Inc. The sale prices were between $8.82 and $9.26, with an estimated average price of $9.07.

Cornerstone Advisory, LLP sold out a holding in SunTrust Banks Inc. The sale prices were between $65.35 and $71.45, with an estimated average price of $69.19.

Cornerstone Advisory, LLP sold out a holding in Vanguard Financials ETF. The sale prices were between $66.8 and $76.51, with an estimated average price of $73.13.

Cornerstone Advisory, LLP sold out a holding in Aberdeen Asia-pacific Income Fund Inc. The sale prices were between $4.18 and $4.33, with an estimated average price of $4.26.

Cornerstone Advisory, LLP sold out a holding in Conformis Inc. The sale prices were between $1.45 and $2.55, with an estimated average price of $1.88.