Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEESE FULMER INVESTMENT MANAGEMENT INC | 04-08-2024 | 03-31-2024 | 225 | 1,062,868,725 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ESSA BANCORP INC COM | Stock | 201 | $311,678 | 17,097 | 0.00 | 0.00 | -3,000 | -14.93 | 03-31-2024 |
| SOUTHERN CO COM | Stock | 202 | $303,819 | 4,235 | 0.00 | 0.00 | -229 | -5.13 | 03-31-2024 |
| AFLAC INC COM | Stock | 203 | $302,399 | 3,522 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES S&P 100 ETF | ETF | 204 | $299,366 | 1,210 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
