Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRST NATIONAL BANK OF SOUTH MIAMI | 07-12-2023 | 06-30-2023 | 322 | 124,310,343 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMGEN INC | COMMON STOCK | 201 | $59,057 | 266 | 0.00 | 0.00 | -196 | -42.42 | 06-30-2023 |
| WISDOMTREE US MIDCAP | MUTUAL FUND/STO | 202 | $58,870 | 1,400 | 0.00 | 0.00 | -311 | -18.18 | 06-30-2023 |
| DISCOVER FINANCIAL SERVICES | COMMON STOCK | 203 | $58,425 | 500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| NEWELL BRANDS INC | COMMON STOCK | 204 | $57,186 | 6,573 | 0.00 | 0.00 | -611 | -8.51 | 06-30-2023 |
