Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAROLINAS WEALTH CONSULTING LLC | 08-08-2024 | 06-30-2024 | 1040 | 518,030,483 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MERITAGE HOMES CORP | COM | 1101 | $3,076 | 19 | 0.00 | 0.00 | -3 | -13.64 | 06-30-2024 |
| TRUSTMARK CORP | COM | 1102 | $3,065 | 102 | 0.00 | 0.00 | -13 | -11.30 | 06-30-2024 |
| TIMKEN CO | COM | 1103 | $3,041 | 38 | 0.00 | 0.00 | -19,051 | -99.80 | 06-30-2024 |
| STIFEL FINL CORP | COM | 1104 | $2,946 | 35 | 0.00 | 0.00 | -5 | -12.50 | 06-30-2024 |
