Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PATTEN GROUP INC | 04-17-2024 | 03-31-2024 | 239 | 406,360,153 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 1 | $23,525,434 | 26,037 | 0.01 | 0.00 | -534 | -2.01 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $18,486,191 | 43,939 | 0.00 | 0.00 | 153 | 0.35 | 03-31-2024 |
| APPLE INC | COM | 3 | $14,447,070 | 84,249 | 0.00 | 0.00 | -5,819 | -6.46 | 03-31-2024 |
| COCA COLA CO | COM | 4 | $11,741,411 | 191,916 | 0.00 | 0.00 | -2,128 | -1.10 | 03-31-2024 |
