Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MEANS INVESTMENT CO INC | 04-17-2024 | 03-31-2024 | 197 | 773,071,605 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUSEL 2500 ETF | 101 | $947,025 | 14,434 | 0.00 | 0.00 | -4,298 | -22.94 | 03-31-2024 |
| CONOCOPHILLIPS | COM | 102 | $945,293 | 7,427 | 0.00 | 0.00 | 116 | 1.59 | 03-31-2024 |
| WALGREENS BOOTS ALLIANCE INC | COM | 103 | $924,132 | 42,606 | 0.00 | 0.00 | 3 | 0.01 | 03-31-2024 |
| LOCKHEED MARTIN CORP | COM | 104 | $844,396 | 1,856 | 0.00 | 0.00 | 58 | 3.23 | 03-31-2024 |
