Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JFS WEALTH ADVISORS LLC | COM | 1601 | $34,278 | 600 | 0.00 | 0.00 | -26 | -4.15 | 03-31-2024 |
REDMONT WEALTH ADVISORS LLC | Stock | 1602 | $33,821 | 592 | 0.00 | 592 | +Inf | 03-31-2024 | |
OFI INVEST ASSET MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2 | -0.34 | 03-31-2024 |
DIVIDEND ASSETS CAPITAL LLC | Common Stock | 1604 | $26,000 | 575 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |