Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST COMMAND FINANCIAL SERVICES INC | CL A | 3651 | $760,497 | 2,650 | 0.00 | 0.00 | -112 | -4.06 | 06-30-2023 |
FIRST COMMAND BANK | CL A | 3652 | $760,497 | 2,650 | 0.00 | 0.00 | -112 | -4.06 | 06-30-2023 |
HYA ADVISORS INC | Stock | 3653 | $427,000 | 2,647 | 0.17 | 0.19 | 170 | 6.86 | 06-30-2022 |
AMPLIUS WEALTH ADVISORS LLC | CL A | 3654 | $936,932 | 2,647 | 0.00 | 0.00 | 188 | 7.65 | 12-31-2023 |