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 |
|---|---|---|---|---|---|---|---|---|---|
| TRUIST FINL CORP COM | Stock | 551 | $407,165 | 14,232 | 0.00 | 0.00 | 531 | 3.88 | 09-30-2023 |
| ASTRAZENECA PLC- SPONS ADR | ADR | 552 | $406,720 | 6,006 | 0.00 | 0.00 | 117 | 1.99 | 09-30-2023 |
| WESTERN UNION COMPANY | Stock | 553 | $406,339 | 30,830 | 0.00 | 0.00 | 2,975 | 10.68 | 09-30-2023 |
| ISHARES TR RUSSELL 1000 INDEX ETF | ETF | 554 | $397,456 | 1,692 | 0.00 | 0.00 | 528 | 45.36 | 09-30-2023 |
