Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC | COM | 451 | $3,501 | 100 | 0.00 | 100 | +Inf | 12-31-2023 | |
CAROLINAS WEALTH CONSULTING LLC | COM | 452 | $3,326 | 95 | 0.00 | 0.00 | -6 | -5.94 | 12-31-2023 |
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 453 | $3,081 | 88 | 0.00 | 88 | +Inf | 12-31-2023 | |
SRS CAPITAL ADVISORS INC | COM | 454 | $2,485 | 71 | 0.00 | 0.00 | -83 | -53.90 | 12-31-2023 |