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 |
|---|---|---|---|---|---|---|---|---|---|
| DUKE ENERGY CORP NEW | COM NEW | 551 | $6,000 | 72 | 0.00 | 0.00 | 23 | 46.94 | 03-31-2023 |
| BIO RAD LABS INC | CL A | 552 | $6,000 | 14 | 0.00 | 0.00 | 8 | 133.33 | 03-31-2023 |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 553 | $5,000 | 80 | 0.00 | 0.00 | 58 | 263.64 | 03-31-2023 |
| GARMIN LTD | SHS | 554 | $5,000 | 56 | 0.00 | 0.00 | 42 | 300.00 | 03-31-2023 |
