Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAROLINA WEALTH ADVISORS LLC | Stock | 5101 | $37,617 | 240 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SOLSTEIN CAPITAL LLC | COM | 5102 | $36,913 | 237 | 0.00 | 0.00 | -182 | -43.44 | 09-30-2023 |
HORIZON FINANCIAL SERVICES LLC | Stock | 5103 | $37,252 | 235 | 0.00 | 235 | +Inf | 03-31-2024 | |
C M BIDWELL & ASSOCIATES LTD | COM | 5104 | $38,000 | 233 | 0.03 | 0.21 | -1,279 | -84.59 | 09-30-2022 |