Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ABACUS PLANNING GROUP INC | 01-19-2024 | 12-31-2023 | 203 | 474,242,107 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST CMNTY CORP S C | COM | 51 | $1,285,131 | 59,690 | 0.00 | 0.00 | -1,100 | -1.81 | 12-31-2023 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 52 | $1,284,988 | 34,767 | 0.00 | 0.00 | -898 | -2.52 | 12-31-2023 |
| MERCK & CO INC | COM | 53 | $1,258,854 | 11,547 | 0.00 | 0.00 | -544 | -4.50 | 12-31-2023 |
| AMGEN INC | COM | 54 | $1,255,767 | 4,360 | 0.00 | 0.00 | -27 | -0.62 | 12-31-2023 |
