Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL ADVISORS LTD LLC | COM | 1801 | $14,000 | 367 | 0.00 | 0.00 | 53 | 16.88 | 03-31-2024 |
FIRST COMMAND ADVISORY SERVICES INC | COM | 1802 | $12,960 | 353 | 0.00 | 0.00 | 280 | 383.56 | 03-31-2024 |
ASPECT PARTNERS LLC | Stock | 1803 | $12,821 | 329 | 0.00 | 329 | +Inf | 03-31-2024 | |
RICHARDSON FINANCIAL SERVICES INC | Common Stock | 1804 | $12,276 | 315 | 0.00 | 315 | +Inf | 03-31-2024 |