Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRADLEY FOSTER & SARGENT INC/CT | 02-14-2024 | 12-31-2023 | 426 | 5,146,340,995 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Synopsys Inc | com | 301 | $1,068,438 | 2,075 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR S&P 400 ETF Trust | com | 302 | $1,066,005 | 2,101 | 0.00 | 0.00 | 286 | 15.76 | 12-31-2023 |
| iShares Russell Midcap Value I | com | 303 | $1,058,728 | 9,104 | 0.00 | 0.00 | 113 | 1.26 | 12-31-2023 |
| iShares Russell Midcap Growth | com | 304 | $1,048,987 | 10,042 | 0.00 | 0.00 | 343 | 3.54 | 12-31-2023 |
