Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAROLINAS WEALTH CONSULTING LLC | COM | 1351 | $28,228 | 122 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BLUEPATH CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 120 | +Inf | 12-31-2023 | |
CASTLEVIEW PARTNERS LLC | COM | 1353 | $27,766 | 120 | 0.00 | 120 | +Inf | 12-31-2023 | |
GLOBAL WEALTH STRATEGIES & ASSOCIATES | Stock | 1354 | $29,841 | 118 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |