Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TANDEM WEALTH ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LAM GROUP INC | COM | 4302 | $4,417 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CLEAR INVESTMENT RESEARCH LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CAROLINA WEALTH ADVISORS LLC | Stock | 4304 | $4,271 | 85 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |