Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED BANK | 02-13-2024 | 12-31-2023 | 90 | 181,268,757 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN COS INC | COM | 51 | $1,151,030 | 6,075 | 0.00 | 0.00 | -23 | -0.38 | 12-31-2023 |
| TJX COS INC NEW | COM | 52 | $1,130,973 | 12,056 | 0.00 | 0.00 | 647 | 5.67 | 12-31-2023 |
| CHEVRON CORP NEW | COM | 53 | $1,082,603 | 7,258 | 0.00 | 0.00 | 523 | 7.77 | 12-31-2023 |
| ADOBE INC | COM | 54 | $1,081,039 | 1,812 | 0.00 | 0.00 | 111 | 6.53 | 12-31-2023 |
