Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STUART CHAUSSEE & ASSOCIATES INC | Common | 1501 | $15,590 | 210 | 0.00 | 0.01 | 0 | 0.00 | 06-30-2024 |
FIRST UNITED BANK & TRUST | COM NEW | Liquidated | $0 | 0 | 0.00 | 208 | +Inf | 06-30-2024 | |
DHJJ FINANCIAL ADVISORS LTD | COM NEW | 1503 | $15,947 | 204 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RAMIREZ ASSET MANAGEMENT INC | COM | 1504 | $14,848 | 200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |