Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MERIDIAN WEALTH ADVISORS LLC | 05-10-2024 | 03-31-2024 | 176 | 532,427,484 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $48,241,136 | 91,760 | 0.01 | 0.01 | 1,713 | 1.90 | 03-31-2024 |
| ATLAS ENERGY SOLUTIONS INC | COM NEW | 2 | $48,155,030 | 2,128,870 | 0.01 | 0.00 | 863,195 | 68.20 | 03-31-2024 |
| EXXON MOBIL CORP | COM | 3 | $30,629,235 | 263,500 | 0.01 | 0.01 | -914 | -0.35 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $22,335,686 | 53,089 | 0.00 | 0.00 | 610 | 1.16 | 03-31-2024 |
