Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 02-05-2024 | 12-31-2023 | 295 | 377,785,085 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | LARGE CAP ETF | 151 | $769,386 | 3,527 | 0.00 | 0.00 | 1 | 0.03 | 12-31-2023 |
| LOCKHEED MARTIN CORP | COM | 152 | $768,695 | 1,696 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PAYCHEX INC | COM | 153 | $766,830 | 6,438 | 0.00 | 0.00 | 400 | 6.62 | 12-31-2023 |
| ISHARES TR | CORE MSCI EAFE | 154 | $766,534 | 10,896 | 0.00 | 0.00 | -775 | -6.64 | 12-31-2023 |
