Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PATTEN GROUP INC | 04-17-2024 | 03-31-2024 | 239 | 406,360,153 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NORFOLK SOUTHN CORP | COM | 51 | $2,232,661 | 8,760 | 0.00 | 0.00 | -25 | -0.28 | 03-31-2024 |
| ELI LILLY & CO | COM | 52 | $2,227,299 | 2,863 | 0.00 | 0.00 | -8 | -0.28 | 03-31-2024 |
| LOWES COS INC | COM | 53 | $2,217,425 | 8,705 | 0.00 | 0.00 | 12 | 0.14 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 54 | $2,182,729 | 23,777 | 0.00 | 0.00 | 556 | 2.39 | 03-31-2024 |
