Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ESSEX FINANCIAL SERVICES INC | 11-15-2023 | 09-30-2023 | 472 | 863,778,128 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| OTIS WORLDWIDE CORP COM | Stock | 201 | $1,618,424 | 20,152 | 0.00 | 0.00 | 4,774 | 31.04 | 09-30-2023 |
| PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF | ETF | 202 | $1,603,618 | 28,342 | 0.00 | 0.00 | 762 | 2.76 | 09-30-2023 |
| DANAHER CORP | Stock | 203 | $1,600,733 | 6,452 | 0.00 | 0.00 | -122 | -1.86 | 09-30-2023 |
| ALTRIA GROUP INC COM | Stock | 204 | $1,599,788 | 38,045 | 0.00 | 0.00 | 1,688 | 4.64 | 09-30-2023 |
