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  "presentationDate": "2023-07-01 00:00:00",
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  "notes": "The chart shows a stacked bar breakdown of AUM by product category over five quarters.",
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      "text": "Investment Agency; Managed Trust; 401(k)/Retirement; Directed Trust; Custody",
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      "text": "Total assets under management increased $121.9 million from March 31, 2023 to $6.50 billion as of June 30, 2023\nClient accounts benefited from improved market conditions in the second quarter\nExcluding custody, all product categories increased quarter-over-quarter",
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