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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES MSCI | MF Closed and MF Open | 201 | $402,001 | 4,006 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LAM RESEARCH CORPORATION | Common Stock | 202 | $398,244 | 508 | 0.00 | 0.00 | 46 | 9.96 | 12-31-2023 |
| INTL BUSINESS | Common Stock | 203 | $398,106 | 2,434 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SOUTHERN COMPANY | Common Stock | 204 | $398,103 | 5,677 | 0.00 | 0.00 | -626 | -9.93 | 12-31-2023 |
