Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REDMONT WEALTH ADVISORS LLC | Stock | 5851 | $433,501 | 2,528 | 0.00 | 2,528 | +Inf | 03-31-2024 | |
COREPATH WEALTH PARTNERS LLC | COM | 5852 | $425,981 | 2,520 | 0.00 | 0.00 | -83 | -3.19 | 03-31-2024 |
EPIQ CAPITAL GROUP LLC | COM | 5853 | $485,168 | 2,520 | 0.00 | 0.00 | 3 | 0.12 | 12-31-2023 |
CUTLER GROUP LLC / CA | Call | 5854 | $49,000 | 2,500 | 0.02 | 0.03 | -7,400 | -74.75 | 03-31-2024 |