Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST COMMAND BANK | COM | 3751 | $688,677 | 1,628 | 0.00 | 0.00 | 78 | 5.03 | 06-30-2023 |
PEOPLES BANK /OH | COMMON STOCK | 3752 | $1,467,381 | 1,624 | 0.00 | 0.00 | 17 | 1.06 | 03-31-2024 |
ACORN WEALTH ADVISORS LLC | COM | 3753 | $1,467,538 | 1,624 | 0.00 | 0.00 | -164 | -9.17 | 03-31-2024 |
YAHAV ACHIM VE ACHAYOT - PROVIDENT FUNDS MANAGEMENT CO LTD | COM | 3754 | $1,464,165 | 1,620 | 0.00 | 0.00 | -1,990 | -55.12 | 03-31-2024 |