Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VIGILANT CAPITAL MANAGEMENT LLC | COMMON STOCK | 1651 | $37,000 | 1,048 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
FIRST COMMAND ADVISORY SERVICES INC | COM | 1652 | $33,421 | 1,014 | 0.00 | 0.00 | 235 | 30.17 | 03-31-2024 |
MORTON BROWN FAMILY WEALTH LLC | Stock | 1653 | $32,960 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FUTURE FINANCIAL WEALTH MANAGMENT LLC | Stock | 1654 | $32,960 | 1,000 | 0.00 | 1,000 | +Inf | 03-31-2024 |