Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMG NATIONAL TRUST BANK | 02-08-2024 | 12-31-2023 | 595 | 3,185,985,568 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| STARBUCKS CORP | COM | 451 | $575,143 | 5,990 | 0.00 | 0.00 | -554 | -8.47 | 12-31-2023 |
| ISHARES TR | U.S. FIN SVC ETF | 452 | $559,052 | 3,120 | 0.00 | 0.00 | 4 | 0.13 | 12-31-2023 |
| WILLIAMS COS INC | COM | 453 | $554,877 | 15,931 | 0.00 | 0.00 | 978 | 6.54 | 12-31-2023 |
| JACOBS SOLUTIONS INC | COM | 454 | $538,670 | 4,150 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
