Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REDMONT WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -8,853 | -26.67 | 12-31-2023 |
LANDSCAPE CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 23,831 | +Inf | 03-31-2024 | |
WELLS FARGO & COMPANY/MN | COM | 53 | $322,844 | 23,110 | 0.00 | 0.00 | 1,528 | 7.08 | 03-31-2024 |
PFG INVESTMENTS LLC | COM | Liquidated | $319,463 | 22,868 | 0.00 | 0.00 | 22,868 | +Inf | 03-31-2024 |