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 |
|---|---|---|---|---|---|---|---|---|---|
| KINDER MORGAN INC | Stock | 401 | $681,445 | 41,100 | 0.00 | 0.00 | 1,206 | 3.02 | 09-30-2023 |
| HERCULES CAPITAL INC COM | CEF | 402 | $680,281 | 41,430 | 0.00 | 0.00 | 10,395 | 33.49 | 09-30-2023 |
| NOVARTIS AG ADR | ADR | 403 | $670,371 | 6,581 | 0.00 | 0.00 | -916 | -12.22 | 09-30-2023 |
| AVANGRID INC COM | Stock | 404 | $664,042 | 22,010 | 0.00 | 0.00 | 11,702 | 113.52 | 09-30-2023 |
