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 |
|---|---|---|---|---|---|---|---|---|---|
| COSTAR GROUP INC | COM | 601 | $5,000 | 78 | 0.00 | 0.00 | 50 | 178.57 | 03-31-2023 |
| CHEMED CORP NEW | COM | 602 | $5,000 | 11 | 0.00 | 0.00 | 8 | 266.67 | 03-31-2023 |
| BLACKSTONE INC | COM | 603 | $5,000 | 61 | 0.00 | 0.00 | 40 | 190.48 | 03-31-2023 |
| BEST BUY INC | COM | 604 | $5,000 | 65 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
