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 |
|---|---|---|---|---|---|---|---|---|---|
| MGE ENERGY INC | COM | 1151 | $1,000 | 20 | 0.00 | 0.00 | 14 | 233.33 | 03-31-2023 |
| KONTOOR BRANDS INC | COM | 1152 | $1,000 | 29 | 0.00 | 0.00 | 16 | 123.08 | 03-31-2023 |
| KB HOME | COM | 1153 | $1,000 | 34 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| KADANT INC | COM | 1154 | $1,000 | 7 | 0.00 | 0.00 | 5 | 250.00 | 03-31-2023 |
