Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST COMMAND BANK | COM | 1801 | $11,557 | 131 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
LIFESTEPS FINANCIAL INC | Stock | 1802 | $15,262 | 130 | 0.00 | 130 | +Inf | 03-31-2024 | |
CLARIVEST ASSET MANAGEMENT LLC | COM | 1803 | $12,968 | 125 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DUNHILL FINANCIAL LLC | COM | 1804 | $14,323 | 122 | 0.00 | 0.00 | 5 | 4.27 | 03-31-2024 |