Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRADLEY FOSTER & SARGENT INC/CT | 02-14-2024 | 12-31-2023 | 426 | 5,146,340,995 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| iShares S&P SmallCap 600 Value | com | 501 | $266,333 | 2,584 | 0.00 | 0.00 | -308 | -10.65 | 12-31-2023 |
| Oshkosh Corporation | com | 502 | $261,593 | 2,413 | 0.00 | 0.00 | -12 | -0.49 | 12-31-2023 |
| AmerisourceBergen Corp | com | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Ashland Global Holdings Inc | com | 504 | $258,916 | 3,071 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
