Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST COMMAND ADVISORY SERVICES INC | Common Stock | Liquidated | $0 | 0 | 0.00 | 154 | +Inf | 12-31-2023 | |
FIRST COMMAND ADVISORY SERVICES INC | COM | 952 | $9,911 | 154 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BEAR MOUNTAIN CAPITAL INC | Stock | 953 | $7,547 | 150 | 0.00 | 150 | +Inf | 12-31-2023 | |
GHP INVESTMENT ADVISORS INC | COM | 954 | $6,815 | 130 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |