Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COURIER CAPITAL LLC | 01-08-2024 | 12-31-2023 | 357 | 1,317,399,913 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL MLS INC | COM | 151 | $1,695,726 | 26,032 | 0.00 | 0.00 | 249 | 0.97 | 12-31-2023 |
| BECTON DICKINSON & CO | COM | 152 | $1,664,694 | 6,827 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GENERAL DYNAMICS CORP | COM | 153 | $1,661,109 | 6,397 | 0.00 | 0.00 | 3,397 | 113.23 | 12-31-2023 |
| SPDR SER TR | S&P 400 MDCP VAL | 154 | $1,646,647 | 22,440 | 0.00 | 0.00 | 191 | 0.86 | 12-31-2023 |
