Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEACON FINANCIAL GROUP | 02-23-2024 | 12-31-2023 | 311 | 819,952,288 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EQUITY COMMONWEALTH | COM | Liquidated | $0 | 0 | 0.14 | 0.15 | -2,670 | -4.87 | 12-31-2023 |
| VANGUARD US MID CAP | ETF | Liquidated | $0 | 0 | 0.14 | 0.32 | -6,495 | -59.42 | 12-31-2023 |
| BOYD GAMING CORP | COM | 253 | $970,888 | 15,507 | 0.00 | 0.14 | 941 | 6.46 | 12-31-2023 |
| VANGUARD EMR MKT | ETF | Liquidated | $0 | 0 | 0.14 | 0.13 | -377 | -1.57 | 12-31-2023 |
