Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROVENCE WEALTH MANAGEMENT GROUP | Common Stock | 2601 | $26,009 | 108 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
REDMONT WEALTH ADVISORS LLC | Stock | 2602 | $33,144 | 106 | 0.00 | 106 | +Inf | 03-31-2024 | |
PACIFICA PARTNERS INC | SHS | 2603 | $33,032 | 106 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NORTHWEST FINANCIAL ADVISORS | SHS | 2604 | $32,926 | 105 | 0.00 | 0.00 | 24 | 29.63 | 03-31-2024 |