Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAROLINAS WEALTH CONSULTING LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -27 | -29.67 | 12-31-2023 |
VERSANT CAPITAL MANAGEMENT INC | Stock | 1152 | $4,299 | 63 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEO IVY CAPITAL MANAGEMENT | Stock | 1153 | $4,000 | 63 | 0.00 | 63 | +Inf | 03-31-2021 | |
HERITAGE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 60 | +Inf | 12-31-2023 |