Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GILLILAND JETER WEALTH MANAGEMENT LLC | COM | 1151 | $27,292 | 100 | 0.00 | 100 | +Inf | 03-31-2024 | |
REGISTER FINANCIAL ADVISORS LLC | COM | Liquidated | $27,292 | 100 | 0.00 | 0.00 | 100 | +Inf | 03-31-2024 |
SUTTON WEALTH ADVISORS INC | Stock | 1153 | $20,000 | 99 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 1154 | $27,019 | 99 | 0.00 | 0.00 | 73 | 280.77 | 03-31-2024 |