Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAWYER & COMPANY INC | 04-16-2024 | 03-31-2024 | 172 | 250,325,151 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EASTMAN CHEMICAL CO | COM | 51 | $2,077,661 | 20,731 | 0.00 | 0.82 | -7 | -0.03 | 03-31-2024 |
| FISERV INC | COM | 52 | $1,913,205 | 11,971 | 0.00 | 0.69 | 273 | 2.33 | 03-31-2024 |
| MEDTRONIC PLC | SHS | 53 | $1,882,963 | 21,606 | 0.00 | 0.78 | 17 | 0.08 | 03-31-2024 |
| CHEVRON CORP NEW | COM | 54 | $1,829,469 | 11,598 | 0.00 | 0.71 | 758 | 6.99 | 03-31-2024 |
