Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRST PERSONAL FINANCIAL SERVICES | 01-29-2024 | 12-31-2023 | 386 | 411,000,026 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TJX COS INC NEW | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SAFETY INS GROUP INC | COM | 452 | $3,800 | 50 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | WTR ETF | 453 | $3,792 | 40 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LAMB WESTON HLDGS INC | COM | 454 | $3,784 | 35 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
