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 |
|---|---|---|---|---|---|---|---|---|---|
| REMITLY GLOBAL INC | COM | 651 | $4,000 | 240 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| QORVO INC | COM | 652 | $4,000 | 43 | 0.00 | 0.00 | 35 | 437.50 | 03-31-2023 |
| NISOURCE INC | COM | 653 | $4,000 | 171 | 0.00 | 0.00 | 133 | 350.00 | 03-31-2023 |
| NETAPP INC | COM | 654 | $4,000 | 68 | 0.00 | 0.00 | 50 | 277.78 | 03-31-2023 |
