Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRST NATIONAL CORP /MA/ /ADV | 04-15-2024 | 03-31-2024 | 154 | 406,796,792 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC | COM | 301 | $289,512 | 10,056 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MCDONALDS CORP | COM | 302 | $282,007 | 951 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 303 | $268,952 | 8,235 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PEPSICO INC | COM | 304 | $266,462 | 1,569 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
