Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST PREMIER BANK | COM | 2001 | $23,000 | 500 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
OPTIMUM INVESTMENT ADVISORS | COM | 2002 | $22,675 | 500 | 0.00 | 500 | +Inf | 03-31-2024 | |
CAROLINAS WEALTH CONSULTING LLC | COM | 2003 | $17,373 | 484 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
COSTON MCISAAC & PARTNERS | COMMON STOCK | 2004 | $21,000 | 470 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |