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 |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS | MILLENNIAL CONSU | 851 | $2,000 | 71 | 0.00 | 71 | +Inf | 03-31-2023 | |
| GLOBAL X FDS | INTERNET OF THNG | 852 | $2,000 | 71 | 0.00 | 71 | +Inf | 03-31-2023 | |
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 853 | $2,000 | 78 | 0.00 | 0.00 | -34 | -30.36 | 03-31-2023 |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | 854 | $2,000 | 40 | 0.00 | 0.00 | 34 | 566.67 | 03-31-2023 |
