Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLSQUARE WEALTH MANAGEMENT LLC | Stock | 4101 | $84,975 | 1,682 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CORE WEALTH ADVISORS INC | COM | 4102 | $86,285 | 1,605 | 0.00 | 0.00 | 61 | 3.95 | 09-30-2023 |
CAROLINAS WEALTH CONSULTING LLC | COM | 4103 | $78,560 | 1,555 | 0.00 | 0.00 | 12 | 0.78 | 12-31-2023 |
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | COM | 4104 | $78,314 | 1,550 | 0.00 | 1,550 | +Inf | 12-31-2023 |