Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEWARD FINANCIAL GROUP LLC | 05-05-2023 | 03-31-2023 | 917 | 300,092,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DOLBY LABORATORIES INC | COM CL A | 1001 | $2,000 | 35 | 0.00 | 0.00 | 28 | 400.00 | 03-31-2023 |
| ALAMOS GOLD INC NEW | COM CL A | 1002 | $2,000 | 193 | 0.00 | 0.00 | 93 | 93.00 | 03-31-2023 |
| GLOBAL X FDS | CLOUD COMPUTNG | 1003 | $2,000 | 148 | 0.00 | 148 | +Inf | 03-31-2023 | |
| DELL TECHNOLOGIES INC | CL C | 1004 | $2,000 | 71 | 0.00 | 0.00 | 67 | 1675.00 | 03-31-2023 |
