Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGACY CAPITAL PARTNERS INC | 04-11-2022 | 03-31-2022 | 138 | 303,666,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC COM | Stock | 1 | $28,702,000 | 164,378 | 9.45 | 9.53 | -1,426 | -0.86 | 03-31-2022 |
| ABBVIE INC COM | Stock | 2 | $10,749,000 | 66,307 | 3.54 | 2.93 | -505 | -0.76 | 03-31-2022 |
| MICROSOFT CORP COM | Stock | 3 | $10,640,000 | 34,511 | 3.50 | 3.75 | 70 | 0.20 | 03-31-2022 |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | 4 | $8,922,000 | 26,456 | 2.94 | 3.56 | -40 | -0.15 | 03-31-2022 |
