Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAROLINAS WEALTH CONSULTING LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TSFG LLC | Common Stock | 652 | $2,000 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ORION CAPITAL MANAGEMENT LLC | COM | 653 | $2,063 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SARGENT BICKHAM LAGUDIS LLC | COM | 654 | $2,720 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |