Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REDMONT WEALTH ADVISORS LLC | Stock | 901 | $15,110 | 37 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
GENEOS WEALTH MANAGEMENT INC | COM | 902 | $15,110 | 37 | 0.00 | 0.00 | -2 | -5.13 | 06-30-2024 |
CENTRAL TRUST CO | COM | 903 | $15,110 | 37 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 904 | $15,610 | 36 | 0.00 | 0.00 | -1 | -2.70 | 06-30-2024 |