Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOSTON FAMILY OFFICE LLC | 02-12-2024 | 12-31-2023 | 260 | 1,330,157,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Deere & Company | COM | 251 | $330,000 | 825 | 0.02 | 0.03 | -50 | -5.71 | 12-31-2023 |
| VanEck Morningstar International Moat ETF | MORNINGSTAR INTL | 252 | $327,000 | 10,485 | 0.02 | 0.03 | -3,238 | -23.60 | 12-31-2023 |
| Baxter International Inc. | COM | 253 | $324,000 | 8,368 | 0.02 | 0.03 | 0 | 0.00 | 12-31-2023 |
| AT&T Inc. | COM | 254 | $315,000 | 18,787 | 0.02 | 0.03 | -7,411 | -28.29 | 12-31-2023 |
