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 |
|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL BUSINESS MACHS | COM | 451 | $294,771 | 1,802 | 0.00 | 0.04 | 120 | 7.13 | 12-31-2023 |
| DOW INC | COM | 452 | $292,120 | 5,327 | 0.00 | 5,327 | +Inf | 12-31-2023 | |
| WISDOMTREE TR | EURO QTLY DIV GR | 453 | $291,748 | 9,166 | 0.00 | 0.04 | 5 | 0.05 | 12-31-2023 |
| ENTERPRISE PRODS PARTNERS L | COM | 454 | $287,764 | 10,921 | 0.00 | 0.04 | 310 | 2.92 | 12-31-2023 |
