Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MERIDIAN WEALTH MANAGEMENT LLC | 04-25-2024 | 03-31-2024 | 199 | 600,691,704 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | LARGE CAP ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 177 | 5.81 | 03-31-2024 |
| ARISTA NETWORKS INC | COM | 352 | $701,462 | 2,419 | 0.00 | 0.00 | 404 | 20.05 | 03-31-2024 |
| ONEOK INC NEW | COM | 353 | $701,259 | 8,747 | 0.00 | 0.00 | 41 | 0.47 | 03-31-2024 |
| SELECT SECTOR SPDR TR | INDL | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
