Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRST PERSONAL FINANCIAL SERVICES | 01-29-2024 | 12-31-2023 | 386 | 411,000,026 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AT&T INC | COM | 151 | $136,657 | 8,144 | 0.00 | 0.00 | -1,254 | -13.34 | 12-31-2023 |
| AMERIPRISE FINL INC | COM | 152 | $135,980 | 358 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DOW INC | COM | 153 | $133,920 | 2,442 | 0.00 | 0.00 | -168 | -6.44 | 12-31-2023 |
| VANGUARD INDEX FDS | MID CAP ETF | 154 | $132,373 | 569 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
