Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOUTHSTATE CORP | 02-06-2024 | 12-31-2023 | 890 | 1,172,469,105 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Microsoft Corp | Com | 1 | $73,491,838 | 195,436 | 0.01 | 0.01 | -2,930 | -1.48 | 12-31-2023 |
| Apple Inc | Com | 2 | $55,637,787 | 288,982 | 0.00 | 0.00 | 55,767 | 23.91 | 12-31-2023 |
| Berkshire Hathaway Inc-Cl B | Com | 3 | $38,273,541 | 107,311 | 0.00 | 0.00 | 4,406 | 4.28 | 12-31-2023 |
| Sprott Physical Gold Trust | Etf | 4 | $32,198,927 | 2,021,276 | 0.00 | 2,021,276 | +Inf | 12-31-2023 |
