Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PATRIOT FINANCIAL GROUP INSURANCE AGENCY LLC | 07-26-2024 | 06-30-2024 | 481 | 679,738,874 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MERCK & CO INC | COM | 151 | $1,716,487 | 13,865 | 0.00 | 0.00 | 142 | 1.03 | 06-30-2024 |
| RPM INTL INC | COM | 152 | $1,714,589 | 15,923 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CHEVRON CORP NEW | COM | 153 | $1,705,920 | 10,906 | 0.00 | 0.00 | 740 | 7.28 | 06-30-2024 |
| PACER FDS TR | PACER US SMALL | 154 | $1,677,643 | 38,513 | 0.00 | 0.00 | -3,419 | -8.15 | 06-30-2024 |
