Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST COMMAND FINANCIAL SERVICES INC | COM UNIT RP LP | 951 | $15,580 | 250 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
FIRST COMMAND BANK | COM UNIT RP LP | 952 | $15,580 | 250 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
GPS WEALTH STRATEGIES GROUP LLC | Oil & Gas, Real Estate and REIT | Liquidated | $0 | 0 | 0.00 | 202 | +Inf | 12-31-2023 | |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |