Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MERIDIAN WEALTH ADVISORS LLC | 02-06-2024 | 12-31-2023 | 177 | 456,683,040 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $43,009,368 | 90,047 | 0.01 | 0.01 | -2,707 | -2.92 | 12-31-2023 |
| EXXON MOBIL CORP | COM | 2 | $26,436,141 | 264,414 | 0.01 | 0.01 | 485 | 0.18 | 12-31-2023 |
| ATLAS ENERGY SOLUTIONS INC | COM NEW | 3 | $21,794,927 | 1,265,675 | 0.00 | 1,265,675 | +Inf | 12-31-2023 | |
| APPLE INC | COM | 4 | $19,943,915 | 103,589 | 0.00 | 0.00 | -174 | -0.17 | 12-31-2023 |
