Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASPECT PARTNERS LLC | Stock | 2001 | $5,123 | 37 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
TYLER-STONE WEALTH MANAGEMENT | COM | 2002 | $5,123 | 37 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
KOZAK & ASSOCIATES INC | Stock | 2003 | $4,915 | 36 | 0.00 | 0.00 | 1 | 2.86 | 06-30-2024 |
CAROLINAS WEALTH CONSULTING LLC | COM | 2004 | $4,596 | 34 | 0.00 | 0.00 | 2 | 6.25 | 06-30-2024 |