Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ISLAY CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 51 | +Inf | 03-31-2024 | |
BEAR MOUNTAIN CAPITAL INC | Stock | 2602 | $6,154 | 50 | 0.00 | 50 | +Inf | 12-31-2023 | |
REDMONT WEALTH ADVISORS LLC | Stock | 2603 | $6,468 | 50 | 0.00 | 50 | +Inf | 03-31-2024 | |
LAKE POINT WEALTH MANAGEMENT | COM | 2604 | $7,000 | 50 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |