Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAROLINAS WEALTH CONSULTING LLC | COM | 1001 | $3,432 | 43 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MEEDER ASSET MANAGEMENT INC | COM | 1002 | $3,933 | 41 | 0.00 | 41 | +Inf | 03-31-2024 | |
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 1003 | $3,151 | 40 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
PACIFIC CAPITAL WEALTH ADVISORS INC | COM | 1004 | $3,837 | 40 | 0.00 | 40 | +Inf | 03-31-2024 |