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 |
|---|---|---|---|---|---|---|---|---|---|
| LIBERTY ENERGY INC | COM CL A | 1301 | $1,000 | 82 | 0.00 | 0.00 | 42 | 105.00 | 03-31-2023 |
| JACKSON FINANCIAL INC | COM CL A | 1302 | $1,000 | 38 | 0.00 | 0.00 | 32 | 533.33 | 03-31-2023 |
| IRONWOOD PHARMACEUTICALS INC | COM CL A | 1303 | $1,000 | 109 | 0.00 | 0.00 | 80 | 275.86 | 03-31-2023 |
| GENWORTH FINL INC | COM CL A | 1304 | $1,000 | 269 | 0.00 | 0.00 | 201 | 295.59 | 03-31-2023 |
