Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST UNITED BANK & TRUST | COM | 3751 | $2,224,446 | 12,332 | 0.00 | 12,332 | +Inf | 03-31-2024 | |
SOURCE FINANCIAL ADVISORS LLC | COM | 3752 | $2,223,004 | 12,324 | 0.00 | 0.00 | -1,206 | -8.91 | 03-31-2024 |
WASHBURN CAPITAL MANAGEMENT INC | COM | 3753 | $2,223,003 | 12,324 | 0.00 | 0.00 | 1,509 | 13.95 | 03-31-2024 |
BURT WEALTH ADVISORS | COM | 3754 | $2,222,282 | 12,320 | 0.00 | 0.00 | 1,458 | 13.42 | 03-31-2024 |