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 |
|---|---|---|---|---|---|---|---|---|---|
| STERIS PLC | SHS USD | 51 | $2,481,613 | 11,288 | 0.00 | 0.00 | 740 | 7.02 | 12-31-2023 |
| AMGEN INC | COM | 52 | $2,361,188 | 8,198 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 53 | $2,339,432 | 64,006 | 0.00 | 0.00 | -13,663 | -17.59 | 12-31-2023 |
| JOHNSON & JOHNSON | COM | 54 | $2,325,786 | 14,838 | 0.00 | 0.00 | -141 | -0.94 | 12-31-2023 |
