Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MAYFLOWER FINANCIAL ADVISORS LLC | 04-29-2024 | 03-31-2024 | 355 | 598,180,582 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TOTALENERGIES SE | SPONSORED ADS | 401 | $692,980 | 10,068 | 0.00 | 0.00 | 1,175 | 13.21 | 03-31-2024 |
| SPDR SER TR | NUVEEN BLMBRG SH | 402 | $685,461 | 14,449 | 0.00 | 0.00 | 3 | 0.02 | 03-31-2024 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 403 | $682,667 | 17,558 | 0.00 | 17,558 | +Inf | 03-31-2024 | |
| SMUCKER J M CO | COM NEW | 404 | $679,756 | 5,400 | 0.00 | 0.00 | -399 | -6.88 | 03-31-2024 |
