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 |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | Stock | 251 | $1,303,623 | 4,029 | 0.00 | 0.00 | -127 | -3.06 | 09-30-2023 |
| FIDELITY MSCI ENERGY INDEX ETF | ETF | 252 | $1,296,717 | 52,056 | 0.00 | 0.00 | 865 | 1.69 | 09-30-2023 |
| M & T BK CORP COM | Stock | 253 | $1,272,065 | 10,060 | 0.00 | 0.00 | 2,902 | 40.54 | 09-30-2023 |
| VANGUARD INFORMATION TECHNOLOGY | ETF | 254 | $1,264,558 | 3,048 | 0.00 | 0.00 | 94 | 3.18 | 09-30-2023 |
