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 |
|---|---|---|---|---|---|---|---|---|---|
| ORACLE CORP | Common Stock | 151 | $593,154 | 5,626 | 0.00 | 0.00 | -10 | -0.18 | 12-31-2023 |
| BROADCOM INC | Common Stock | 152 | $592,724 | 531 | 0.00 | 0.00 | -106 | -16.64 | 12-31-2023 |
| ISHARES MSCI | MF Closed and MF Open | 153 | $577,854 | 4,382 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD INTERMEDIATE | MF Closed and MF Open | 154 | $569,721 | 7,009 | 0.00 | 0.00 | -161 | -2.25 | 12-31-2023 |
