Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REDMONT WEALTH ADVISORS LLC | Stock | 2551 | $7,995 | 110 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
GHP INVESTMENT ADVISORS INC | COM | 2552 | $3,487 | 110 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
WISER ADVISOR GROUP LLC | Common Stock | 2553 | $7,268 | 100 | 0.00 | 100 | +Inf | 06-30-2024 | |
RED CEDAR CAPITAL LLC | Com | 2554 | $2,000 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |