Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOUTHSTATE CORP | 05-06-2024 | 03-31-2024 | 964 | 1,283,768,991 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Microsoft Corp | Com | 1 | $82,512,130 | 196,121 | 0.01 | 0.01 | 685 | 0.35 | 03-31-2024 |
| Apple Inc | Com | 2 | $50,012,393 | 291,651 | 0.00 | 0.00 | 2,669 | 0.92 | 03-31-2024 |
| Berkshire Hathaway Inc-Cl B | Com | 3 | $46,195,803 | 109,854 | 0.00 | 0.00 | 2,543 | 2.37 | 03-31-2024 |
| Sprott Physical Gold Trust | ETF | Liquidated | $34,434,509 | 1,990,434 | 0.00 | 0.00 | 1,990,434 | +Inf | 03-31-2024 |
