Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEYSTONE FINANCIAL GROUP | 02-09-2024 | 12-31-2023 | 298 | 575,172,207 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNILEVER PLC | Common Stock | 101 | $1,043,709 | 21,529 | 0.00 | 0.00 | 416 | 1.97 | 12-31-2023 |
| VANGUARD INFORMATION | MF Closed and MF Open | 102 | $1,016,052 | 2,099 | 0.00 | 0.00 | -314 | -13.01 | 12-31-2023 |
| SEAGATE TECHNOLOGY | Common Stock | 103 | $975,601 | 11,428 | 0.00 | 0.00 | -2,424 | -17.50 | 12-31-2023 |
| ISHARES CORE | MF Closed and MF Open | 104 | $963,111 | 19,041 | 0.00 | 0.00 | -6,044 | -24.09 | 12-31-2023 |
