Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROFESSIONAL PLANNING | COM | 1351 | $1,207,000 | 5,488 | 0.58 | 0.72 | -1,089 | -16.56 | 09-30-2021 |
PINNACLE WEALTH MANAGEMENT GROUP INC | COM | 1352 | $1,429,981 | 5,486 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HEXAGON CAPITAL PARTNERS LLC | Stock | 1353 | $1,056,813 | 5,476 | 0.00 | 0.00 | -563 | -9.32 | 03-31-2024 |
FIRST COMMAND ADVISORY SERVICES INC | Common Stock | Liquidated | $0 | 0 | 0.00 | 5,473 | +Inf | 12-31-2023 |