Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PATRIOT FINANCIAL GROUP INSURANCE AGENCY LLC | 04-30-2024 | 03-31-2024 | 482 | 629,069,357 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| M & T BK CORP | COM | 451 | $585,067 | 4,023 | 0.00 | 0.00 | -148 | -3.55 | 03-31-2024 |
| ISHARES TR | INTRM GOV CR ETF | 452 | $582,836 | 5,605 | 0.00 | 0.00 | 1,726 | 44.50 | 03-31-2024 |
| ISHARES TR | CORE MSCI TOTAL | 453 | $579,971 | 8,547 | 0.00 | 0.00 | 1,487 | 21.06 | 03-31-2024 |
| MORGAN STANLEY | COM NEW | 454 | $579,071 | 6,150 | 0.00 | 0.00 | -169 | -2.67 | 03-31-2024 |
