Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TYLER-STONE WEALTH MANAGEMENT | COM | 2101 | $3,121 | 20 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAROLINAS WEALTH CONSULTING LLC | COM | 2102 | $2,719 | 20 | 0.00 | 0.00 | 5 | 33.33 | 12-31-2023 |
LAZARD ASSET MANAGEMENT LLC | Common Stock | 2103 | $2,000 | 19 | 0.00 | 0.50 | -1,818,279 | -100.00 | 12-31-2023 |
CREEKMUR ASSET MANAGEMENT LLC | COM | 2104 | $2,583 | 19 | 0.00 | 19 | +Inf | 12-31-2023 |