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 |
|---|---|---|---|---|---|---|---|---|---|
| METLIFE INC | COM | 201 | $18,453 | 249 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 202 | $18,448 | 281 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
| AT&T INC | COM | Liquidated | $0 | 0 | 0.01 | 0.66 | -89,410 | -98.68 | 12-31-2023 |
| HEWLETT PACKARD ENTERPRISE C | COM | 204 | $17,730 | 1,000 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
