Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAWYER & COMPANY INC | 04-16-2024 | 03-31-2024 | 172 | 250,325,151 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 101 | $333,334 | 4,140 | 0.00 | 0.08 | 1,842 | 80.16 | 03-31-2024 |
| WALMART INC | COM | 102 | $324,376 | 5,391 | 0.00 | 0.10 | 3,899 | 261.33 | 03-31-2024 |
| STRYKER CORP | COM | 103 | $288,085 | 805 | 0.00 | 0.11 | 0 | 0.00 | 03-31-2024 |
| TESLA MOTORS INC | COM | 104 | $268,959 | 1,530 | 0.00 | 0.17 | -15 | -0.97 | 03-31-2024 |
