Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST COMMAND BANK | COM NEW | 1101 | $1,122 | 30 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
CAROLINAS WEALTH CONSULTING LLC | COM NEW | 1102 | $1,499 | 29 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ASSET DEDICATION LLC | Equities | 1103 | $2,000 | 28 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST FINANCIAL CORP /IN/ | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 26 | +Inf | 03-31-2024 |