Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST COMMAND ADVISORY SERVICES INC | COM | 1251 | $35,430 | 908 | 0.00 | 0.00 | -185 | -16.93 | 03-31-2024 |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 1252 | $35,352 | 906 | 0.00 | 0.00 | 84 | 10.22 | 03-31-2024 |
LENOX WEALTH ADVISORS LLC | COM | 1253 | $42,000 | 899 | 0.01 | 0.00 | 0 | 0.00 | 03-31-2022 |
BARRETT & COMPANY INC | COM | 1254 | $32,451 | 898 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |