Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BURKETT FINANCIAL SERVICES LLC | Equity | 1801 | $9,852 | 71 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 1802 | $9,147 | 70 | 0.00 | 0.00 | 20 | 40.00 | 12-31-2023 |
FIRST COMMAND FINANCIAL SERVICES INC | COM | 1803 | $9,283 | 67 | 0.00 | 0.00 | -125 | -65.10 | 06-30-2023 |
FIRST COMMAND BANK | COM | 1804 | $9,283 | 67 | 0.00 | 0.00 | -125 | -65.10 | 06-30-2023 |