Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARROLL FINANCIAL ASSOCIATES INC | Stock | 1501 | $6,000 | 64 | 0.00 | 0.00 | -33 | -34.02 | 12-31-2021 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | 1502 | $6,363 | 61 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEBSTER BANK N A | COM | 1503 | $6,259 | 60 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MEEDER ASSET MANAGEMENT INC | COM | 1504 | $6,259 | 60 | 0.00 | 60 | +Inf | 03-31-2024 |