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 INDEX FDS | MID CAP ETF | 151 | $55,348 | 222 | 0.00 | 0.01 | 85 | 62.04 | 03-31-2024 |
| DENTSPLY SIRONA INC | COM | 152 | $54,100 | 1,630 | 0.00 | 0.03 | -145 | -8.17 | 03-31-2024 |
| ISHARES RUSSELL 2000 | RUSSELL 2000 ETF | 153 | $54,047 | 257 | 0.00 | 0.02 | 0 | 0.00 | 03-31-2024 |
| BANK NEW YORK MELLON CORP | COM | Liquidated | $0 | 0 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2024 |
