Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SUMMIT FINANCIAL GROUP INC 01-12-2024 12-31-2023 250 261,178,758
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR SER TR BLOOMBERG SHT TE 101 $949,286 37,760 0.00 0.00 -1,255 -3.22 12-31-2023
LOWES COS INC COM 102 $944,279 4,243 0.00 0.00 400 10.41 12-31-2023
INTERNATIONAL BUSINESS MACHS COM 103 $938,122 5,736 0.00 0.00 -15 -0.26 12-31-2023
PFIZER INC COM 104 $928,534 32,252 0.00 0.00 140 0.44 12-31-2023
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