Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REDMONT WEALTH ADVISORS LLC | Stock | 3651 | $14,391 | 85 | 0.00 | 85 | +Inf | 03-31-2024 | |
PLANNING CAPITAL MANAGEMENT CORP | COM | 3652 | $14,052 | 83 | 0.00 | 0.00 | -103 | -55.38 | 03-31-2024 |
CLARIVEST ASSET MANAGEMENT LLC | COM | 3653 | $12,017 | 83 | 0.00 | 0.00 | 76 | 1085.71 | 12-31-2023 |
CLEAR INVESTMENT RESEARCH LLC | COM | 3654 | $13,780 | 81 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |