Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BARD FINANCIAL SERVICES INC | 05-06-2024 | 03-31-2024 | 234 | 941,482,236 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INDEPENDENT BK CORP MASS COM | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 5,190 | +Inf | 12-31-2023 | |
| AUTOMATIC DATA PROCESSING INC COM | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 1,050 | +Inf | 12-31-2023 | |
| GSK PLC SPONSORED ADR NEW | COMMON STOCK ADR | Liquidated | $0 | 0 | 0.00 | 6,945 | +Inf | 12-31-2023 | |
| BLOCK H & R INC COM | COM | 704 | $245,550 | 5,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
