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 |
|---|---|---|---|---|---|---|---|---|---|
| WASTE MGMT INC DEL | COM | 201 | $264,331 | 1,240 | 0.00 | 0.00 | 55 | 4.64 | 03-31-2024 |
| KIMBERLY-CLARK CORP | COM | 202 | $260,160 | 2,011 | 0.00 | 0.00 | -124 | -5.81 | 03-31-2024 |
| AT&T INC | COM | 203 | $256,640 | 14,582 | 0.00 | 0.00 | -138 | -0.94 | 03-31-2024 |
| ISHARES TR | EAFE GRWTH ETF | 204 | $255,043 | 2,457 | 0.00 | 0.00 | -228 | -8.49 | 03-31-2024 |
