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 |
|---|---|---|---|---|---|---|---|---|---|
| Stifel Financial Corporation | Com | 851 | $242,025 | 3,500 | 0.00 | 0.00 | -1,000 | -22.22 | 12-31-2023 |
| Ishares Russell Midcap Value E | Etf | 852 | $233,975 | 2,012 | 0.00 | 2,012 | +Inf | 12-31-2023 | |
| Ishares Core Dividend Growth E | Etf | 853 | $230,296 | 4,279 | 0.00 | 4,279 | +Inf | 12-31-2023 | |
| Vanguard Total Bond Market ETF | Etf | 854 | $229,476 | 3,120 | 0.00 | 3,120 | +Inf | 12-31-2023 |
