Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JOHNSON MIDWEST FINANCIAL LLC | CL A | 2601 | $10,265 | 59 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 2602 | $11,000 | 58 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
WEST TOWER GROUP LLC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -116 | -66.67 | 03-31-2024 |
CAROLINAS WEALTH CONSULTING LLC | CL A | 2604 | $11,414 | 58 | 0.00 | 0.00 | 8 | 16.00 | 12-31-2023 |