Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST COMMAND ADVISORY SERVICES INC | COM | 2051 | $671,694 | 10,510 | 0.00 | 0.00 | -120 | -1.13 | 03-31-2024 |
FINANCIAL PARTNERS GROUP INC | COM | 2052 | $671,424 | 10,506 | 0.00 | 0.00 | -189 | -1.77 | 03-31-2024 |
AVIANCE CAPITAL PARTNERS LLC | COM | 2053 | $637,891 | 10,502 | 0.00 | 0.00 | -1,072 | -9.26 | 12-31-2023 |
ONE PLUS ONE WEALTH MANAGEMENT LLC | COM | 2054 | $670,169 | 10,486 | 0.00 | 0.00 | -1,330 | -11.26 | 03-31-2024 |