Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NBT BANK N A /NY | 07-24-2023 | 06-30-2023 | 464 | 700,277,844 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Index Fund Mid-Cap | Com | 201 | $377,355 | 1,714 | 0.00 | 0.00 | 275 | 19.11 | 06-30-2023 |
| Truist Financial Corporation | Com | 202 | $376,801 | 12,415 | 0.00 | 0.00 | 227 | 1.86 | 06-30-2023 |
| Marsh & McLennan Companies Inc | Com | 203 | $369,577 | 1,965 | 0.00 | 0.00 | -583 | -22.88 | 06-30-2023 |
| BP PLC Spons ADR | Com | 204 | $356,218 | 10,094 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
