Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ACIMA PRIVATE WEALTH LLC | Stock | 3001 | $135,239 | 1,275 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FOSTER DYKEMA CABOT & PARTNERS LLC | Common Stock | 3002 | $134,815 | 1,271 | 0.00 | 1,271 | +Inf | 03-31-2024 | |
FIRST COMMAND ADVISORY SERVICES INC | COM | 3003 | $134,179 | 1,265 | 0.00 | 0.00 | -857 | -40.39 | 03-31-2024 |
TRUEHAND INC | INDUSTRIAL | 3004 | $222,000 | 1,247 | 0.13 | 0.13 | 0 | 0.00 | 12-31-2021 |