Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARTER FINANCIAL GROUP INC | COM | 4751 | $242,000 | 1,364 | 0.32 | 1,364 | +Inf | 03-31-2022 | |
JACKSON WEALTH MANAGEMENT LLC | JNJ | 4752 | $213,000,000 | 1,360 | 0.03 | 0.03 | 0 | 0.00 | 12-31-2023 |
WORTH ASSET MANAGEMENT LLC | Stock | 4753 | $214,663 | 1,357 | 0.00 | 0.00 | -390 | -22.32 | 03-31-2024 |
SAFIR WEALTH ADVISORS LLC | COM | 4754 | $214,664 | 1,357 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |