Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST COMMAND ADVISORY SERVICES INC | Common Stock | Liquidated | $0 | 0 | 0.00 | 11,116 | +Inf | 12-31-2023 | |
KEYSTONE FINANCIAL GROUP | Common Stock | 2002 | $710,352 | 11,115 | 0.00 | 0.00 | 2,118 | 23.54 | 03-31-2024 |
GREYSTONE FINANCIAL GROUP LLC | COM | 2003 | $710,104 | 11,111 | 0.00 | 0.00 | -103,346 | -90.29 | 03-31-2024 |
CORNERSTONE ADVISORY LLC | COM | 2004 | $709,593 | 11,103 | 0.00 | 11,103 | +Inf | 03-31-2024 |