Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST COMMAND ADVISORY SERVICES INC | COM | Liquidated | $0 | 0 | 0.00 | 460 | +Inf | 03-31-2024 | |
FULLER & THALER ASSET MANAGEMENT INC | Com | 1252 | $51,920 | 455 | 0.00 | 0.00 | -570 | -55.61 | 03-31-2024 |
RISE ADVISORS LLC | 0 | 1253 | $34,708 | 454 | 0.00 | 0.00 | 97 | 27.17 | 12-31-2023 |
CARMICHAEL HILL & ASSOCIATES INC | CL C | 1254 | $51,643 | 453 | 0.00 | 0.00 | 2 | 0.44 | 03-31-2024 |