Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARYLAND CAPITAL ADVISORS INC | CL A | 4201 | $40,934 | 85 | 0.00 | 0.00 | -6 | -6.59 | 03-31-2024 |
HOEY INVESTMENTS INC | CL A | 4202 | $33,431 | 85 | 0.00 | 0.00 | -43 | -33.59 | 06-30-2023 |
ASPECT PARTNERS LLC | Stock | 4203 | $40,452 | 84 | 0.00 | 84 | +Inf | 03-31-2024 | |
FOCUSED WEALTH MANAGEMENT INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |