Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAIRFIELD FINANCIAL ADVISORS LTD | 08-09-2024 | 06-30-2024 | 290 | 339,907,657 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTERACTIVE BROKERS CLASS A | COMMON STOCK | 151 | $31,889 | 260 | 0.00 | 260 | +Inf | 06-30-2024 | |
| FIDELITY U.S. SUSTAINABILITY INDEX | EQUITY FUNDS | 152 | $31,737 | 1,289 | 0.00 | 1,289 | +Inf | 06-30-2024 | |
| ISH TOTAL US STOCK MARKET ETF | UIT EXCHANGE TRADED | 153 | $31,120 | 262 | 0.00 | 262 | +Inf | 06-30-2024 | |
| NB BANCORP INC | COMMON STOCK | 154 | $30,160 | 2,000 | 0.00 | 2,000 | +Inf | 06-30-2024 |
