Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REDMONT WEALTH ADVISORS LLC | Stock | 851 | $22,767 | 162 | 0.00 | 162 | +Inf | 03-31-2024 | |
VENTURI WEALTH MANAGEMENT LLC | COM | 852 | $22,627 | 161 | 0.00 | 0.00 | 13 | 8.78 | 03-31-2024 |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 853 | $19,770 | 150 | 0.00 | 0.00 | -10 | -6.25 | 03-31-2024 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 854 | $17,733 | 148 | 0.00 | 148 | +Inf | 12-31-2023 |