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 |
|---|---|---|---|---|---|---|---|---|---|
| EDWARDS LIFESCIENCES CORP | COM | 301 | $16,000 | 200 | 0.01 | 200 | +Inf | 03-31-2023 | |
| 3M CO | COM | 302 | $15,000 | 145 | 0.00 | 0.00 | 70 | 93.33 | 03-31-2023 |
| FEDEX CORP | COM | 303 | $15,000 | 70 | 0.00 | 0.01 | -32 | -31.37 | 03-31-2023 |
| EVERSOURCE ENERGY | COM | 304 | $15,000 | 196 | 0.00 | 0.01 | 37 | 23.27 | 03-31-2023 |
