Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANCHOR INVESTMENT MANAGEMENT LLC | REIT | 2051 | $16,147 | 124 | 0.00 | 124 | +Inf | 03-31-2024 | |
TSFG LLC | Common Stock | 2052 | $16,000 | 124 | 0.00 | 0.01 | -6 | -4.62 | 03-31-2024 |
CYRUS J LAWRENCE LLC | US EQUITIES | 2053 | $15,000 | 120 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST COMMAND FINANCIAL SERVICES INC | COM | 2054 | $14,716 | 120 | 0.00 | 0.00 | 17 | 16.50 | 06-30-2023 |