Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUST CO OF THE SOUTH | 04-10-2024 | 03-31-2024 | 123 | 432,810,060 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH | Mutual Funds | 51 | $886,451 | 10,498 | 0.00 | 0.00 | -60 | -0.57 | 03-31-2024 |
| AMERICAN NATIONAL BANKSHARES, I | Equities | 52 | $883,273 | 18,494 | 0.00 | 18,494 | +Inf | 03-31-2024 | |
| SONOCO PRODUCTS CO | Equities | 53 | $843,886 | 14,590 | 0.00 | 0.00 | -304 | -2.04 | 03-31-2024 |
| ISHARES S&P 500 BARRA VALUE | Mutual Funds | 54 | $782,734 | 4,190 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
