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 |
|---|---|---|---|---|---|---|---|---|---|
| WELLTOWER INC | Common Stock | 301 | $241,748 | 2,681 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD MID | MF Closed and MF Open | 302 | $241,182 | 1,098 | 0.00 | 0.00 | -35 | -3.09 | 12-31-2023 |
| WISDOMTREE EMERGING | MF Closed and MF Open | 303 | $241,148 | 8,350 | 0.00 | 0.00 | -1,099 | -11.63 | 12-31-2023 |
| ILLUMINA INC | Common Stock | 304 | $239,354 | 1,719 | 0.00 | 1,719 | +Inf | 12-31-2023 |
