Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WUNDERLICH CAPITAL MANAGEMNT | COM | 4651 | $38,980 | 266 | 0.00 | 0.02 | 227 | 582.05 | 12-31-2023 |
REDMONT WEALTH ADVISORS LLC | Stock | 4652 | $42,347 | 261 | 0.00 | 261 | +Inf | 03-31-2024 | |
LEVEL FINANCIAL ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BOURGEON CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |