Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAROLINA WEALTH ADVISORS LLC | Stock | 5301 | $16,839 | 99 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
JOHNSON MIDWEST FINANCIAL LLC | COM | 5302 | $14,198 | 98 | 0.00 | 0.00 | 1 | 1.03 | 09-30-2023 |
GOODMAN ADVISORY GROUP LLC | Common Stock | 5303 | $18,628 | 93 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PAYPAY SECURITIES CORP | COM | 5304 | $13,052 | 90 | 0.00 | 0.00 | -8 | -8.16 | 09-30-2023 |