Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WHITENER CAPITAL MANAGEMENT INC | 01-10-2024 | 12-31-2023 | 154 | 276,371,192 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 151 | $517,504 | 6,238 | 0.00 | 0.00 | -25 | -0.40 | 12-31-2023 |
| ORACLE CORP | COM | 152 | $504,272 | 4,783 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| UNION PAC CORP | COM | 153 | $482,152 | 1,963 | 0.00 | 1,963 | +Inf | 12-31-2023 | |
| ROYCE VALUE TR INC | COM | 154 | $475,515 | 32,659 | 0.00 | 0.00 | 8,870 | 37.29 | 12-31-2023 |
