Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PATTEN GROUP INC | COM | 1751 | $3,650,936 | 31,409 | 0.00 | 0.00 | 264 | 0.85 | 03-31-2024 |
FARMERS TRUST CO | Common Stock | 1752 | $3,647,030 | 31,375 | 0.00 | 0.00 | -2,060 | -6.16 | 03-31-2024 |
PATRIOT FINANCIAL GROUP INSURANCE AGENCY LLC | COM | 1753 | $3,634,895 | 31,271 | 0.00 | 0.00 | 2,149 | 7.38 | 03-31-2024 |
MONTECITO BANK & TRUST | Com | 1754 | $3,667,438 | 31,191 | 0.00 | 0.00 | -44 | -0.14 | 09-30-2023 |