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 |
|---|---|---|---|---|---|---|---|---|---|
| ONEOK INC NEW | COM | 501 | $519,407 | 6,479 | 0.00 | 0.00 | 198 | 3.15 | 03-31-2024 |
| ISHARES TR | RUSEL 2500 ETF | 502 | $511,497 | 7,796 | 0.00 | 0.00 | -618 | -7.34 | 03-31-2024 |
| SHOPIFY INC | CL A | 503 | $511,097 | 6,623 | 0.00 | 0.00 | -167 | -2.46 | 03-31-2024 |
| BRISTOL-MYERS SQUIBB CO | COM | 504 | $511,029 | 9,423 | 0.00 | 0.00 | -203,960 | -95.58 | 03-31-2024 |
