Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOSTON FAMILY OFFICE LLC | 08-12-2024 | 06-30-2024 | 265 | 1,387,716,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Dover Corporation | COM | 201 | $567,000 | 3,141 | 0.04 | 0.04 | 0 | 0.00 | 06-30-2024 |
| Middleby Corporation | COM | Liquidated | $0 | 0 | 0.04 | 0.04 | -79 | -2.20 | 06-30-2024 |
| Kellanova | COM | 203 | $563,000 | 9,757 | 0.04 | 0.07 | -6,435 | -39.74 | 06-30-2024 |
| WisdomTree Emerging Markets SmallCap Dividend Fund | EMG MKTS SMCAP | 204 | $562,000 | 10,930 | 0.04 | 0.04 | -660 | -5.69 | 06-30-2024 |
