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 |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORP | Stock | 51 | $6,556,848 | 15,074 | 0.00 | 0.00 | -3,727 | -19.82 | 09-30-2023 |
| ISHARES S&P 500 INDEX | ETF | 52 | $6,340,439 | 14,765 | 0.00 | 0.00 | 243 | 1.67 | 09-30-2023 |
| SPROTT PHYSICAL GOLD TR UNIT | CEF | 53 | $6,117,140 | 427,175 | 0.00 | 0.00 | 13,956 | 3.38 | 09-30-2023 |
| UNITEDHEALTH GROUP | Stock | 54 | $6,064,223 | 12,028 | 0.00 | 0.00 | -2,448 | -16.91 | 09-30-2023 |
