Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST COMMAND FINANCIAL SERVICES INC | COM | 1801 | $14,154 | 381 | 0.00 | 0.00 | 75 | 24.51 | 06-30-2023 |
FIRST COMMAND BANK | COM | 1802 | $14,154 | 381 | 0.00 | 0.00 | 75 | 24.51 | 06-30-2023 |
CAPITAL ADVISORS LTD LLC | COM | 1803 | $14,000 | 379 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ALPHAMARK ADVISORS LLC | COM | 1804 | $13,000 | 367 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |