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 |
|---|---|---|---|---|---|---|---|---|---|
| RENASANT CORP | COM | 1101 | $1,000 | 52 | 0.00 | 52 | +Inf | 03-31-2023 | |
| PRIMO WATER CORPORATION | COM | 1102 | $1,000 | 100 | 0.00 | 100 | +Inf | 03-31-2023 | |
| PINNACLE FINL PARTNERS INC | COM | 1103 | $1,000 | 29 | 0.00 | 0.00 | -18 | -38.30 | 03-31-2023 |
| PENNYMAC FINL SVCS INC NEW | COM | 1104 | $1,000 | 33 | 0.00 | 0.00 | 18 | 120.00 | 03-31-2023 |
