Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRESTONE CAPITAL MANAGEMENT | 07-26-2023 | 06-30-2023 | 130 | 307,311,448 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | NATIONAL MUN ETF | 151 | $209,564 | 1,962 | 0.00 | 0.00 | 17 | 0.87 | 06-30-2023 |
| ONEOK INC NEW | COM | 152 | $205,840 | 3,246 | 0.00 | 0.00 | 28 | 0.87 | 06-30-2023 |
| UMH PPTYS INC | COM | 153 | $183,915 | 11,297 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
