Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COLONIAL TRUST ADVISORS | 02-13-2024 | 12-31-2023 | 912 | 942,507,468 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NISOURCE INC COM | Stock | 651 | $20,072 | 756 | 0.00 | 0.00 | 6 | 0.80 | 12-31-2023 |
| RAYONIER INC COM | REIT | 652 | $20,046 | 600 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| STRIVE 1000 DIVIDEND GROWTH ETF | ETF | 653 | $19,934 | 690 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES U.S. INDUSTRIALS ETF | ETF | 654 | $19,899 | 174 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
