Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST COMMAND FINANCIAL SERVICES INC | COM | 401 | $14,495 | 319 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
FIRST COMMAND BANK | COM | 402 | $14,495 | 319 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
ALLWORTH FINANCIAL LP | COM | 403 | $13,587 | 299 | 0.00 | 0.00 | -11 | -3.55 | 06-30-2023 |
GENEOS WEALTH MANAGEMENT INC | COM | 404 | $5,000 | 290 | 0.00 | 290 | +Inf | 03-31-2020 |