Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEE FINANCIAL CO | 11-08-2023 | 09-30-2023 | 1005 | 536,716,321 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN CO | COM | 251 | $55,012 | 850 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| AMERICAN EXPRESS CO | COM | 252 | $54,157 | 363 | 0.00 | 0.00 | 5 | 1.40 | 09-30-2023 |
| NUSTAR ENERGY LP | UNIT COM | 253 | $54,047 | 3,099 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| TOYOTA MOTOR CORP | ADS | 254 | $53,925 | 300 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
