Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAROLINAS WEALTH CONSULTING LLC | COM NEW | 151 | $99,354 | 600 | 0.00 | 600 | +Inf | 12-31-2023 | |
HUNTINGTON NATIONAL BANK | COMMON STOCK | 152 | $91,731 | 595 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SUNBELT SECURITIES INC | Stock | 153 | $84,794 | 550 | 0.00 | 550 | +Inf | 03-31-2024 | |
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 154 | $73,000 | 476 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |